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

Stone Summit Wealth’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	$782K	Buy	+16,200	New	+$782K	0.2%	78

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Stone Summit Wealth's ISTB Position: Q2 2026 in Review

Stone Summit Wealth opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 16,200 shares worth $782K. The stake represents 0.2% of the portfolio and ranks #78 among its holdings.

396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Stone Summit Wealth held 16,200 shares of iShares Core 1-5 Year USD Bond ETF worth $782K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Stone Summit Wealth position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.2% of Stone Summit Wealth's portfolio in Q2 2026, its #78 holding.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.