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

TrueWealth Financial 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 		$294K Sell
6,100
-424
-6% -$20.5K 0.12% 27
2026
Q1 		$316K Buy
+6,524
New +$318K 0.13% 47
2025
Q4 		– Sell
-6,524
Closed -$319K – 58
2025
Q3 		$319K Sell
6,524
-9,282
-59% -$452K 0.16% 23
2025
Q2 		$769K Sell
15,806
-20,481
-56% -$988K 0.42% 21
2025
Q1 		$1.75M Sell
36,287
-5,582
-13% -$268K 1.06% 17
2024
Q4 		$2M Sell
41,869
-367
-0.9% -$17.6K 1.24% 13
2024
Q3 		$2.06M Buy
42,236
+851
+2% +$41K 1.24% 13
2024
Q2 		$1.96M Buy
41,385
+8,423
+26% +$397K 1.27% 13
2024
Q1 		$1.56M Buy
32,962
+1,584
+5% +$75.1K 1.1% 14
2023
Q4 		$1.49M Buy
31,378
+716
+2% +$33.4K 1.13% 13
2023
Q3 		$1.42M Sell
30,662
-2,365
-7% -$110K 1.17% 13
2023
Q2 		$1.54M Sell
33,027
-952
-3% -$44.7K 1.27% 12
2023
Q1 		$1.6M Buy
33,979
+515
+2% +$24.1K 1.38% 12
2022
Q4 		$1.55M Sell
33,464
-2,001
-6% -$92.6K 1.51% 12
2022
Q3 		$1.64M Buy
35,465
+5,695
+19% +$269K 1.78% 12
2022
Q2 		$1.41M Sell
29,770
-6,538
-18% -$312K 1.48% 12
2022
Q1 		$1.76M Sell
36,308
-699
-2% -$34.5K 1.69% 12
2021
Q4 		$1.87M Buy
+37,007
New +$1.87M 1.82% 12

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

TrueWealth Financial Partners's ISTB Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.5% in Q2 2026, selling an estimated $20.5K and leaving 6,100 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #27.

TrueWealth Financial Partners first reported a position in ISTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.06M in Q3 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • TrueWealth Financial Partners held 6,100 shares of iShares Core 1-5 Year USD Bond ETF worth $294K as of Q2 2026.
  • TrueWealth Financial Partners sold 424 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.12% of TrueWealth Financial Partners's portfolio in Q2 2026, its #27 holding.
  • TrueWealth Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • TrueWealth Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $2.06M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.