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Turtle Creek Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Turtle Creek Wealth Advisors’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 		– Sell
-905
Closed -$43.9K – 539
2026
Q1 		$43.9K Buy
+905
New +$44.1K ﹤0.01% 432

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Charles Schwab
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TWP
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Raymond James Financial
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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

Turtle Creek Wealth Advisors's ISTB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 905 shares — an estimated $43.9K sold.

Turtle Creek Wealth Advisors first reported a position in ISTB in Q1 2026 and held it in 1 quarter. The position peaked at $43.9K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Turtle Creek Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 905 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $43.9K.
  • Turtle Creek Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $43.9K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.