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Stone House Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Stone House Investment 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 		$2.41M Buy
49,861
+1,122
+2% +$54.2K 0.32% 29
2026
Q1 		$2.36M Buy
48,739
+1,578
+3% +$76.9K 0.42% 24
2025
Q4 		$2.3M Buy
47,161
+2,989
+7% +$146K 0.36% 26
2025
Q3 		$2.16M Buy
44,172
+1,574
+4% +$76.6K 0.36% 28
2025
Q2 		$2.07M Buy
42,598
+1,277
+3% +$61.6K 0.38% 27
2025
Q1 		$2M Buy
41,321
+6,435
+18% +$309K 0.4% 25
2024
Q4 		$1.67M Sell
34,886
-4,352
-11% -$209K 0.42% 24
2024
Q3 		$1.91M Buy
39,238
+1,199
+3% +$57.7K 0.39% 24
2024
Q2 		$1.8M Buy
38,039
+1,366
+4% +$64.4K 0.47% 22
2024
Q1 		$1.74M Buy
36,673
+7,848
+27% +$372K 0.41% 25
2023
Q4 		$1.37M Sell
28,825
-56,007
-66% -$2.62M 0.47% 25
2023
Q3 		$3.93M Buy
84,832
+10,229
+14% +$476K 1.37% 17
2023
Q2 		$3.48M Sell
74,603
-604
-0.8% -$28.4K 1.26% 16
2023
Q1 		$3.55M Sell
75,207
-39,750
-35% -$1.86M 1.2% 17
2022
Q4 		$5.34M Buy
114,957
+602
+0.5% +$27.9K 1.9% 14
2022
Q3 		$5.27M Buy
114,355
+29,779
+35% +$1.41M 2.45% 11
2022
Q2 		$4.01M Buy
84,576
+60,062
+245% +$2.87M 1.81% 12
2022
Q1 		$1.19M Buy
+24,514
New +$1.21M 0.4% 22
2019
Q1 		– Sell
-5,522
Closed -$271K – 219
2018
Q4 		$271K Buy
+5,522
New +$270K 0.17% 45

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

Stone House Investment Management's ISTB Position: Q2 2026 in Review

Stone House Investment Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.3% in Q2 2026, buying an estimated $54.2K and bringing the position to 49,861 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #29.

Stone House Investment Management first reported a position in ISTB in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.34M in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Stone House Investment Management held 49,861 shares of iShares Core 1-5 Year USD Bond ETF worth $2.41M as of Q2 2026.
  • Stone House Investment Management bought 1,122 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $54.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.32% of Stone House Investment Management's portfolio in Q2 2026, its #29 holding.
  • Stone House Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • Stone House Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $5.34M in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.