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Valley National Advisers’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Valley National Advisers’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
Q1 		$77K Sell
1,590
-58
-4% -$2.83K 0.01% 349
2025
Q4 		$80K Sell
1,648
-1,788
-52% -$87.3K 0.01% 346
2025
Q3 		$167K Buy
3,436
+5
+0.1% +$243 0.03% 252
2025
Q2 		$166K Buy
3,431
+5
+0.1% +$241 0.03% 252
2025
Q1 		$165K Sell
3,426
-916
-21% -$44K 0.03% 246
2024
Q4 		$207K Sell
4,342
-983
-18% -$47.2K 0.04% 223
2024
Q3 		$259K Sell
5,325
-288
-5% -$13.9K 0.05% 210
2024
Q2 		$265K Sell
5,613
-177
-3% -$8.35K 0.04% 219
2024
Q1 		$274K Sell
5,790
-292
-5% -$13.8K 0.04% 221
2023
Q4 		$289K Sell
6,082
-1,376
-18% -$64.2K 0.05% 209
2023
Q3 		$346K Sell
7,458
-2,615
-26% -$122K 0.06% 193
2023
Q2 		$470K Sell
10,073
-2,636
-21% -$124K 0.08% 177
2023
Q1 		$599K Sell
12,709
-1,613
-11% -$75.5K 0.11% 152
2022
Q4 		$672K Sell
14,322
-1,663
-10% -$76.9K 0.12% 139
2022
Q3 		$733K Sell
15,985
-3,920
-20% -$185K 0.15% 125
2022
Q2 		$943K Sell
19,905
-1,492
-7% -$71.2K 0.2% 94
2022
Q1 		$1.04M Sell
21,397
-1,546
-7% -$76.4K 0.2% 108
2021
Q4 		$1.16M Sell
22,943
-6,074
-21% -$308K 0.21% 108
2021
Q3 		$1.48M Sell
29,017
-292
-1% -$15K 0.27% 92
2021
Q2 		$1.5M Sell
29,309
-5,031
-15% -$258K 0.27% 87
2021
Q1 		$1.76M Sell
34,340
-5,164
-13% -$266K 0.34% 78
2020
Q4 		$2.04M Sell
39,504
-6,349
-14% -$327K 0.43% 43
2020
Q3 		$2.36M Sell
45,853
-5,254
-10% -$271K 0.54% 30
2020
Q2 		$2.63M Sell
51,107
-36
-0.1% -$1.84K 0.61% 27
2020
Q1 		$2.58M Buy
51,143
+2,367
+5% +$119K 0.71% 28
2019
Q4 		$2.46M Buy
48,776
+18,821
+63% +$948K 0.61% 38
2019
Q3 		$1.51M Buy
29,955
+23,288
+349% +$1.17M 0.41% 52
2019
Q2 		$336K Buy
+6,667
New +$333K 0.09% 140

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Valley National Advisers's ISTB Position: Q1 2026 in Review

Valley National Advisers reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.5% in Q1 2026, selling an estimated $2.83K and leaving 1,590 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #349.

Valley National Advisers first reported a position in ISTB in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.63M in Q2 2020. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Valley National Advisers held 1,590 shares of iShares Core 1-5 Year USD Bond ETF worth $77K as of Q1 2026.
  • Valley National Advisers sold 58 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $2.83K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Valley National Advisers's portfolio in Q1 2026, its #349 holding.
  • Valley National Advisers first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Valley National Advisers's iShares Core 1-5 Year USD Bond ETF position peaked at $2.63M in Q2 2020.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.