Sunesis Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sunesis Advisors’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	$2.65M	Buy	+55,021	New	+$2.66M	1.1%	14
2024 Q2	–	Sell	-19,416	Closed	-$921K	–	49
2024 Q1	$921K	Buy	19,416 +711	+4%	+$33.7K	0.54%	31
2023 Q4	$890K	Sell	18,705 -12,143	-39%	-$567K	0.54%	33
2023 Q3	$1.43M	Buy	+30,848	New	+$1.44M	1.01%	15
2023 Q1	$1.45M	Buy	30,848 +863	+3%	+$40.4K	1.05%	15
2022 Q4	$1.39M	Hold	29,985	–	–	0.89%	24
2022 Q3	$1.38M	Hold	29,985	–	–	0.95%	21
2022 Q2	$1.42M	Buy	+29,985	New	+$1.43M	0.92%	23

Other funds holding ISTB

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Sunesis Advisors's ISTB Position: Q2 2026 in Review

Sunesis Advisors opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 55,021 shares worth $2.65M. The stake represents 1.1% of the portfolio and ranks #14 among its holdings. This is a return to the name: Sunesis Advisors previously reported a position in ISTB as recently as Q1 2024.

Sunesis Advisors first reported a position in ISTB in Q2 2022 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Sunesis Advisors held 55,021 shares of iShares Core 1-5 Year USD Bond ETF worth $2.65M as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Sunesis Advisors position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 1.1% of Sunesis Advisors's portfolio in Q2 2026, its #14 holding.
Sunesis Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.