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Sound View Wealth Advisors Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sound View Wealth Advisors Group’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Sell
39,342
-3,011
-7% -$147K 0.13% 131
2025
Q4 		$2.06M Sell
42,353
-2,691
-6% -$131K 0.14% 127
2025
Q3 		$2.2M Sell
45,044
-5,278
-10% -$257K 0.15% 128
2025
Q2 		$2.45M Sell
50,322
-415
-0.8% -$20K 0.18% 113
2025
Q1 		$2.45M Sell
50,737
-3,704
-7% -$178K 0.2% 103
2024
Q4 		$2.6M Sell
54,441
-3,322
-6% -$159K 0.21% 101
2024
Q3 		$2.81M Buy
57,763
+2,121
+4% +$102K 0.23% 99
2024
Q2 		$2.64M Sell
55,642
-16,451
-23% -$776K 0.27% 79
2024
Q1 		$3.42M Sell
72,093
-7,365
-9% -$349K 0.36% 63
2023
Q4 		$3.78M Sell
79,458
-6,189
-7% -$289K 0.42% 57
2023
Q3 		$3.97M Buy
85,647
+7,179
+9% +$334K 0.49% 51
2023
Q2 		$3.66M Buy
78,468
+3,209
+4% +$151K 0.48% 52
2023
Q1 		$3.55M Sell
75,259
-4,199
-5% -$197K 0.49% 55
2022
Q4 		$3.78M Buy
79,458
+30,297
+62% +$1.4M 0.42% 57
2022
Q3 		$2.27M Buy
49,161
+93
+0.2% +$4.39K 0.51% 52
2022
Q2 		$2.33M Sell
49,068
-1,772
-3% -$84.6K 0.49% 56
2022
Q1 		$2.46M Buy
50,840
+95
+0.2% +$4.69K 0.47% 55
2021
Q4 		$2.56M Buy
50,745
+7,032
+16% +$356K 0.48% 54
2021
Q3 		$2.23M Sell
43,713
-1,577
-3% -$80.8K 0.47% 54
2021
Q2 		$2.32M Sell
45,290
-15,483
-25% -$795K 0.49% 54
2021
Q1 		$3.12M Buy
60,773
+30,744
+102% +$1.58M 0.73% 40
2020
Q4 		$1.55M Buy
30,029
+709
+2% +$36.5K 0.38% 72
2020
Q3 		$1.51M Buy
29,320
+3,027
+12% +$156K 0.4% 70
2020
Q2 		$1.35M Buy
+26,293
New +$1.34M 0.38% 75

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Sound View Wealth Advisors Group's ISTB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.1% in Q1 2026, selling an estimated $147K and leaving 39,342 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #131.

Sound View Wealth Advisors Group first reported a position in ISTB in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.97M in Q3 2023. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Sound View Wealth Advisors Group held 39,342 shares of iShares Core 1-5 Year USD Bond ETF worth $1.91M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 3,011 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $147K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #131 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares Core 1-5 Year USD Bond ETF position peaked at $3.97M in Q3 2023.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.