Tocqueville Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Tocqueville Asset 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	$454K	Hold	9,400	–	–	0.01%	448
2026 Q1	$456K	Hold	9,400	–	–	0.01%	446
2025 Q4	$458K	Hold	9,400	–	–	0.01%	463
2025 Q3	$459K	Hold	9,400	–	–	0.01%	447
2025 Q2	$457K	Hold	9,400	–	–	0.01%	426
2025 Q1	$454K	Hold	9,400	–	–	0.01%	417
2024 Q4	$449K	Hold	9,400	–	–	0.01%	435
2024 Q3	$458K	Hold	9,400	–	–	0.01%	416
2024 Q2	$445K	Hold	9,400	–	–	0.01%	417
2024 Q1	$446K	Hold	9,400	–	–	0.01%	421
2023 Q4	$447K	Hold	9,400	–	–	0.01%	411
2023 Q3	$436K	Hold	9,400	–	–	0.01%	413
2023 Q2	$438K	Hold	9,400	–	–	0.01%	423
2023 Q1	$443K	Hold	9,400	–	–	0.01%	422
2022 Q4	$437K	Hold	9,400	–	–	0.01%	453
2022 Q3	$433K	Hold	9,400	–	–	0.01%	463
2022 Q2	$446K	Hold	9,400	–	–	0.01%	513
2022 Q1	$456K	Hold	9,400	–	–	0.01%	535
2021 Q4	$474K	Hold	9,400	–	–	0.01%	571
2021 Q3	$480K	Hold	9,400	–	–	0.01%	549
2021 Q2	$482K	Hold	9,400	–	–	0.01%	559
2021 Q1	$482K	Hold	9,400	–	–	0.01%	560
2020 Q4	$485K	Hold	9,400	–	–	0.01%	543
2020 Q3	$485K	Hold	9,400	–	–	0.01%	492
2020 Q2	$484K	Hold	9,400	–	–	0.01%	492
2020 Q1	$475K	Buy	+9,400	New	+$474K	0.01%	463

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

Tocqueville Asset Management's ISTB Position: Q2 2026 in Review

Tocqueville Asset Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 9,400 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #448.

Tocqueville Asset Management first reported a position in ISTB in Q1 2020 and has held it in 26 quarters since. The position peaked at $485K in Q4 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Tocqueville Asset Management held 9,400 shares of iShares Core 1-5 Year USD Bond ETF worth $454K as of Q2 2026.
Tocqueville Asset Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Tocqueville Asset Management's portfolio in Q2 2026, its #448 holding.
Tocqueville Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
Tocqueville Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $485K in Q4 2020.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.