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

Summit Wealth Partners’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 		$3.61M Buy
74,735
+214
+0.3% +$10.3K 0.51% 49
2026
Q1 		$3.61M Sell
74,521
-1,234
-2% -$60.1K 0.57% 46
2025
Q4 		$3.69M Buy
75,755
+1,443
+2% +$70.4K 0.68% 38
2025
Q3 		$3.63M Buy
74,312
+338
+0.5% +$16.4K 0.66% 36
2025
Q2 		$3.6M Sell
73,974
-2,188
-3% -$106K 0.69% 36
2025
Q1 		$3.68M Sell
76,162
-705
-0.9% -$33.8K 0.75% 33
2024
Q4 		$3.67M Sell
76,867
-172
-0.2% -$8.26K 0.75% 33
2024
Q3 		$3.75M Sell
77,039
-619
-0.8% -$29.8K 0.72% 35
2024
Q2 		$3.68M Sell
77,658
-3,835
-5% -$181K 0.76% 33
2024
Q1 		$3.87M Buy
81,493
+1,614
+2% +$76.5K 0.82% 28
2023
Q4 		$3.8M Buy
79,879
+2,290
+3% +$107K 0.88% 27
2023
Q3 		$3.6M Buy
77,589
+6,639
+9% +$309K 0.92% 28
2023
Q2 		$3.31M Sell
70,950
-1,401
-2% -$65.8K 0.83% 29
2023
Q1 		$3.41M Sell
72,351
-12,472
-15% -$584K 0.88% 28
2022
Q4 		$3.94M Buy
84,823
+8,585
+11% +$397K 1.05% 24
2022
Q3 		$3.51M Sell
76,238
-5,633
-7% -$266K 0.99% 24
2022
Q2 		$3.88M Sell
81,871
-5,005
-6% -$239K 1.04% 24
2022
Q1 		$4.21M Buy
86,876
+1,929
+2% +$95.3K 0.95% 26
2021
Q4 		$4.28M Buy
84,947
+4,269
+5% +$216K 0.92% 26
2021
Q3 		$4.12M Buy
80,678
+1,926
+2% +$98.7K 0.97% 26
2021
Q2 		$4.04M Buy
78,752
+3,743
+5% +$192K 0.96% 26
2021
Q1 		$3.85M Buy
75,009
+6,255
+9% +$322K 0.99% 26
2020
Q4 		$3.55M Buy
68,754
+15,292
+29% +$788K 0.97% 26
2020
Q3 		$2.76M Buy
53,462
+4,232
+9% +$218K 0.83% 29
2020
Q2 		$2.53M Buy
49,230
+2,715
+6% +$139K 0.82% 30
2020
Q1 		$2.35M Sell
46,515
-634
-1% -$32K 0.96% 26
2019
Q4 		$2.38M Buy
+47,149
New +$2.38M 0.82% 30

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

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

Summit Wealth Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.29% in Q2 2026, buying an estimated $10.3K and bringing the position to 74,735 shares worth $3.61M. The position accounts for 0.51% of the portfolio, ranked #49.

Summit Wealth Partners first reported a position in ISTB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.28M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Summit Wealth Partners held 74,735 shares of iShares Core 1-5 Year USD Bond ETF worth $3.61M as of Q2 2026.
  • Summit Wealth Partners bought 214 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.51% of Summit Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Summit Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $4.28M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.