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

Summit Financial’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	$348K	Buy	7,222 +83	+1%	+$4.01K	﹤0.01%	1251
2026 Q1	$346K	Sell	7,139 -148	-2%	-$7.21K	﹤0.01%	1127
2025 Q4	$355K	Buy	7,287 +1,130	+18%	+$55.1K	0.01%	1017
2025 Q3	$301K	Sell	6,157 -4,501	-42%	-$219K	﹤0.01%	1062
2025 Q2	$519K	Sell	10,658 -81	-0.8%	-$3.91K	0.01%	570
2025 Q1	$519K	Buy	10,739 +4,357	+68%	+$209K	0.01%	503
2024 Q4	$305K	Sell	6,382 -16,211	-72%	-$778K	0.01%	536
2024 Q3	$1.1M	Sell	22,593 -13,084	-37%	-$630K	0.04%	243
2024 Q2	$1.69M	Buy	+35,677	New	+$1.68M	0.08%	172
2019 Q2	–	Sell	-7,506	Closed	-$374K	–	50
2019 Q1	$374K	Buy	7,506 +36	+0.5%	+$1.78K	0.06%	45
2018 Q4	$366K	Buy	+7,470	New	+$365K	0.07%	42

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

Summit Financial's ISTB Position: Q2 2026 in Review

Summit Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.2% in Q2 2026, buying an estimated $4.01K and bringing the position to 7,222 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Summit Financial first reported a position in ISTB in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Summit Financial held 7,222 shares of iShares Core 1-5 Year USD Bond ETF worth $348K as of Q2 2026.
Summit Financial bought 83 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $4.01K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1251 holding.
Summit Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 11 quarters since.
Summit Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $1.69M in Q2 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.