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Spire Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Spire Wealth Management’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
Q2 		$42.2K Sell
875
-458
-34% -$22.1K ﹤0.01% 1221
2026
Q1 		$64.6K Buy
1,333
+533
+67% +$26K ﹤0.01% 1101
2025
Q4 		$39K Buy
800
+218
+37% +$10.6K ﹤0.01% 1258
2025
Q3 		$28.4K Sell
582
-15
-3% -$730 ﹤0.01% 1409
2025
Q2 		$29K Buy
597
+17
+3% +$820 ﹤0.01% 1390
2025
Q1 		$28K Sell
580
-218
-27% -$10.5K ﹤0.01% 1499
2024
Q4 		$38.1K Buy
798
+18
+2% +$864 ﹤0.01% 1392
2024
Q3 		$37.9K Buy
780
+667
+590% +$32.1K ﹤0.01% 1218
2024
Q2 		$5.33K Buy
113
+14
+14% +$660 ﹤0.01% 1815
2024
Q1 		$4.67K Buy
99
+79
+395% +$3.75K ﹤0.01% 1943
2023
Q4 		$949 Hold
20
– – ﹤0.01% 2275
2023
Q3 		$928 Sell
20
-700
-97% -$32.6K ﹤0.01% 2266
2023
Q2 		$33.6K Buy
720
+580
+414% +$27.3K ﹤0.01% 1370
2023
Q1 		$6.6K Buy
140
+100
+250% +$4.68K ﹤0.01% 1973
2022
Q4 		$2K Sell
40
-1,385
-97% -$64.1K ﹤0.01% 2059
2022
Q3 		$66K Sell
1,425
-41,277
-97% -$1.95M ﹤0.01% 854
2022
Q2 		$2.02M Buy
42,702
+16,119
+61% +$769K 0.08% 211
2022
Q1 		$1.29M Hold
26,583
– – 0.03% 340
2021
Q4 		$1.34M Buy
26,583
+38
+0.1% +$1.92K 0.03% 395
2021
Q3 		$1.36M Buy
26,545
+1
+0% +$51 0.04% 345
2021
Q2 		$1.36M Sell
26,544
-15,928
-38% -$817K 0.04% 354
2021
Q1 		$1.36M Buy
+42,472
New +$2.19M 0.04% 366

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's ISTB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 34% in Q2 2026, selling an estimated $22.1K and leaving 875 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Spire Wealth Management first reported a position in ISTB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.02M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Spire Wealth Management held 875 shares of iShares Core 1-5 Year USD Bond ETF worth $42.2K as of Q2 2026.
  • Spire Wealth Management sold 458 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1221 holding.
  • Spire Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.02M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.