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 Q2	$125M	Buy	+2,603,382	New	+$126M	7.35%	2

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 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

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

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

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

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

Triad Wealth Partners opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 2,603,382 shares worth $125M. The stake represents 7.35% of the portfolio and ranks #2 among its holdings.

273 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Triad Wealth Partners held 2,603,382 shares of iShares Core 1-5 Year USD Bond ETF worth $125M as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Triad Wealth Partners position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 7.35% of Triad Wealth Partners's portfolio in Q2 2026, its #2 holding.
273 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.