Trust Point Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Trust Point Inc’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	$52.9M	Buy	1,096,210 +3,333	+0.3%	+$161K	4.49%	5
2026 Q1	$53M	Sell	1,092,877 -696,352	-39%	-$33.9M	4.6%	5
2025 Q4	$87.2M	Buy	1,789,229 +65,856	+4%	+$3.21M	6.89%	3
2025 Q3	$84.2M	Buy	1,723,373 +34,772	+2%	+$1.69M	6.8%	3
2025 Q2	$82.2M	Sell	1,688,601 -128,962	-7%	-$6.22M	7.75%	3
2025 Q1	$87.9M	Sell	1,817,563 -1,584,990	-47%	-$76.1M	8.02%	3
2024 Q4	$163M	Buy	3,402,553 +266,050	+8%	+$12.8M	11.27%	2
2024 Q3	$153M	Buy	3,136,503 +34,780	+1%	+$1.67M	11.46%	2
2024 Q2	$147M	Sell	3,101,723 -737	-0%	-$34.8K	11.79%	2
2024 Q1	$147M	Sell	3,102,460 -35,987	-1%	-$1.71M	11.56%	2
2023 Q4	$149M	Buy	+3,138,447	New	+$147M	12.34%	2

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

Trust Point Inc's ISTB Position: Q2 2026 in Review

Trust Point Inc increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.3% in Q2 2026, buying an estimated $161K and bringing the position to 1,096,210 shares worth $52.9M. The position accounts for 4.49% of the portfolio, ranked #5.

Trust Point Inc first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $163M in Q4 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Trust Point Inc held 1,096,210 shares of iShares Core 1-5 Year USD Bond ETF worth $52.9M as of Q2 2026.
Trust Point Inc bought 3,333 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $161K.
iShares Core 1-5 Year USD Bond ETF made up 4.49% of Trust Point Inc's portfolio in Q2 2026, its #5 holding.
Trust Point Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $163M in Q4 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.