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Steward Partners Investment Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Steward Partners Investment Advisory’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 		$5.41M Sell
112,066
-694
-0.6% -$33.5K 0.03% 535
2026
Q1 		$5.46M Sell
112,760
-1,787
-2% -$87K 0.03% 484
2025
Q4 		$5.58M Buy
114,547
+7,329
+7% +$358K 0.03% 440
2025
Q3 		$5.24M Sell
107,218
-1,019
-0.9% -$49.6K 0.03% 459
2025
Q2 		$5.27M Buy
108,237
+2,264
+2% +$109K 0.04% 417
2025
Q1 		$5.12M Sell
105,973
-11,118
-9% -$534K 0.05% 391
2024
Q4 		$5.59M Sell
117,091
-730
-0.6% -$35K 0.05% 346
2024
Q3 		$5.74M Sell
117,821
-2,978
-2% -$143K 0.05% 330
2024
Q2 		$5.72M Sell
120,799
-15,792
-12% -$745K 0.06% 305
2024
Q1 		$6.48M Sell
136,591
-13,682
-9% -$649K 0.07% 278
2023
Q4 		$7.15M Sell
150,273
-74,308
-33% -$3.47M 0.1% 218
2023
Q3 		$10.4M Buy
224,581
+3,453
+2% +$161K 0.16% 136
2023
Q2 		$10.3M Sell
221,128
-4,518
-2% -$212K 0.15% 141
2023
Q1 		$10.6M Sell
225,646
-75,287
-25% -$3.52M 0.17% 136
2022
Q4 		$14M Sell
300,933
-19,920
-6% -$922K 0.24% 103
2022
Q3 		$14.8M Sell
320,853
-7,078
-2% -$334K 0.28% 80
2022
Q2 		$15.5M Sell
327,931
-11,851
-3% -$566K 0.28% 82
2022
Q1 		$16.5M Sell
339,782
-8,365
-2% -$413K 0.25% 88
2021
Q4 		$17.6M Sell
348,147
-4,675
-1% -$237K 0.27% 83
2021
Q3 		$18M Buy
352,822
+17,448
+5% +$894K 0.31% 72
2021
Q2 		$17.2M Buy
335,374
+10,969
+3% +$563K 0.29% 73
2021
Q1 		$16.6M Buy
324,405
+106,569
+49% +$5.49M 0.29% 76
2020
Q4 		$11.2M Buy
217,836
+11,835
+6% +$610K 0.24% 103
2020
Q3 		$10.6M Buy
206,001
+26,098
+15% +$1.35M 0.27% 94
2020
Q2 		$9.26M Buy
179,903
+7,077
+4% +$362K 0.26% 100
2020
Q1 		$8.73M Buy
172,826
+12,791
+8% +$645K 0.32% 78
2019
Q4 		$8.06M Buy
160,035
+12,316
+8% +$621K 0.24% 102
2019
Q3 		$7.46M Buy
147,719
+11,467
+8% +$578K 0.25% 99
2019
Q2 		$6.87M Buy
136,252
+17,796
+15% +$888K 0.25% 96
2019
Q1 		$5.91M Buy
118,456
+27,320
+30% +$1.35M 0.25% 101
2018
Q4 		$4.47M Buy
91,136
+89,647
+6,021% +$4.38M 0.22% 111
2018
Q3 		$73K Buy
1,489
+188
+14% +$9.22K ﹤0.01% 1040
2018
Q2 		$64K Buy
1,301
+701
+117% +$34.4K ﹤0.01% 1001
2018
Q1 		$29K Hold
600
– – ﹤0.01% 1196
2017
Q4 		$29K Hold
600
– – ﹤0.01% 1002
2017
Q3 		$30K Hold
600
– – ﹤0.01% 827
2017
Q2 		$30K Hold
600
– – ﹤0.01% 763
2017
Q1 		$30K Hold
600
– – ﹤0.01% 658
2016
Q4 		$30K Buy
+600
New +$30.1K 0.01% 400

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

Steward Partners Investment Advisory's ISTB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.62% in Q2 2026, selling an estimated $33.5K and leaving 112,066 shares worth $5.41M. The position accounts for 0.03% of the portfolio, ranked #535.

Steward Partners Investment Advisory first reported a position in ISTB in Q4 2016 and has held it in 39 quarters since. The position peaked at $18M in Q3 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Steward Partners Investment Advisory held 112,066 shares of iShares Core 1-5 Year USD Bond ETF worth $5.41M as of Q2 2026.
  • Steward Partners Investment Advisory sold 694 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $33.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #535 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $18M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.