Turn8 Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Turn8 Private Wealth’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	$2.42M	Sell	50,179 -23,921	-32%	-$1.16M	1.62%	26
2026 Q1	$3.59M	Buy	74,100 +19,317	+35%	+$941K	2.24%	23
2025 Q4	$2.67M	Sell	54,783 -52	-0.1%	-$2.54K	1.91%	28
2025 Q3	$2.68M	Sell	54,835 -3,191	-5%	-$155K	1.92%	30
2025 Q2	$2.82M	Buy	58,026 +2,530	+5%	+$122K	2.04%	29
2025 Q1	$2.69M	Buy	55,496 +7,701	+16%	+$370K	2.1%	30
2024 Q4	$2.28M	Buy	+47,795	New	+$2.29M	1.63%	33

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

Turn8 Private Wealth's ISTB Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 32% in Q2 2026, selling an estimated $1.16M and leaving 50,179 shares worth $2.42M. The position accounts for 1.62% of the portfolio, ranked #26.

Turn8 Private Wealth first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q1 2026. 395 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Turn8 Private Wealth held 50,179 shares of iShares Core 1-5 Year USD Bond ETF worth $2.42M as of Q2 2026.
Turn8 Private Wealth sold 23,921 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares Core 1-5 Year USD Bond ETF made up 1.62% of Turn8 Private Wealth's portfolio in Q2 2026, its #26 holding.
Turn8 Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $3.59M in Q1 2026.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.