Triad Wealth Partners
ISTB icon

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

Triad 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
Q3 		$144M Buy
3,045,373
+441,991
+17% +$21.2M 7.96% 2
2026
Q2 		$125M Buy
+2,603,382
New +$126M 7.35% 2

Other funds holding ISTB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Triad Wealth Partners's ISTB Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 17% in Q3 2026, buying an estimated $21.2M and bringing the position to 3,045,373 shares worth $144M. The position accounts for 7.96% of the portfolio, ranked #2.

Triad Wealth Partners first reported a position in ISTB in Q2 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Triad Wealth Partners held 3,045,373 shares of iShares Core 1-5 Year USD Bond ETF worth $144M as of Q3 2026.
  • Triad Wealth Partners bought 441,991 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $21.2M.
  • iShares Core 1-5 Year USD Bond ETF made up 7.96% of Triad Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Triad Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.