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

Transamerica Financial 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	$3.23K	Buy	66 +14	+27%	+$676	﹤0.01%	1213
2026 Q1	$2.56K	Sell	52 -266	-84%	-$13K	﹤0.01%	1158
2025 Q4	$15.5K	Buy	318 +265	+500%	+$12.9K	﹤0.01%	764
2025 Q3	$2.59K	Hold	53	–	–	﹤0.01%	1000
2025 Q2	$2.58K	Hold	53	–	–	﹤0.01%	378
2025 Q1	$3K	Hold	53	–	–	﹤0.01%	384
2024 Q4	$3K	Hold	53	–	–	﹤0.01%	380
2024 Q3	$3K	Sell	53 -1	-2%	-$48	﹤0.01%	377
2024 Q2	$3K	Hold	54	–	–	﹤0.01%	365
2024 Q1	$3K	Hold	54	–	–	﹤0.01%	400
2023 Q4	$3K	Hold	54	–	–	﹤0.01%	340
2023 Q3	$3K	Hold	54	–	–	﹤0.01%	374
2023 Q2	$3K	Hold	54	–	–	﹤0.01%	344
2023 Q1	$3K	Sell	54 -842	-94%	-$39.4K	﹤0.01%	348
2022 Q4	$42K	Sell	896 -64	-7%	-$2.96K	0.01%	287
2022 Q3	$45K	Sell	960 -9	-0.9%	-$425	0.01%	278
2022 Q2	$46K	Buy	+969	New	+$46.3K	0.01%	279
2020 Q3	–	Sell	-110,261	Closed	-$5.68M	–	333
2020 Q2	$5.68M	Buy	110,261 +110,237	+459,321%	+$5.63M	1.24%	19
2020 Q1	$2K	Buy	+24	New	+$1.21K	0.04%	59

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

Transamerica Financial Advisors's ISTB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 27% in Q2 2026, buying an estimated $676 and bringing the position to 66 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Transamerica Financial Advisors first reported a position in ISTB in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.68M in Q2 2020. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Transamerica Financial Advisors held 66 shares of iShares Core 1-5 Year USD Bond ETF worth $3.23K as of Q2 2026.
Transamerica Financial Advisors bought 14 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $676.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1213 holding.
Transamerica Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 19 quarters since.
Transamerica Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $5.68M in Q2 2020.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.