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

Valmark 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
Q2 		$3.62M Buy
75,071
+6,240
+9% +$301K 0.04% 188
2026
Q1 		$3.34M Buy
68,831
+7,557
+12% +$368K 0.04% 183
2025
Q4 		$2.99M Buy
61,274
+14,423
+31% +$704K 0.04% 185
2025
Q3 		$2.29M Sell
46,851
-50
-0.1% -$2.43K 0.03% 215
2025
Q2 		$2.28M Sell
46,901
-451
-1% -$21.8K 0.03% 205
2025
Q1 		$2.29M Buy
47,352
+598
+1% +$28.7K 0.03% 191
2024
Q4 		$2.23M Sell
46,754
-179
-0.4% -$8.59K 0.03% 192
2024
Q3 		$2.28M Sell
46,933
-749
-2% -$36.1K 0.04% 181
2024
Q2 		$2.26M Sell
47,682
-186
-0.4% -$8.77K 0.04% 163
2024
Q1 		$2.27M Sell
47,868
-598
-1% -$28.4K 0.04% 156
2023
Q4 		$2.31M Sell
48,466
-771
-2% -$36K 0.04% 147
2023
Q3 		$2.28M Buy
49,237
+5,062
+11% +$236K 0.05% 133
2023
Q2 		$2.06M Sell
44,175
-911
-2% -$42.8K 0.04% 144
2023
Q1 		$2.13M Sell
45,086
-5,202
-10% -$244K 0.05% 136
2022
Q4 		$2.34M Buy
50,288
+44,910
+835% +$2.08M 0.05% 126
2022
Q3 		$248K Hold
5,378
– – 0.01% 374
2022
Q2 		$255K Sell
5,378
-5,163
-49% -$246K ﹤0.01% 369
2022
Q1 		$511K Buy
+10,541
New +$521K 0.01% 300

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

Valmark Advisers's ISTB Position: Q2 2026 in Review

Valmark Advisers increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.1% in Q2 2026, buying an estimated $301K and bringing the position to 75,071 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #188.

Valmark Advisers first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Valmark Advisers held 75,071 shares of iShares Core 1-5 Year USD Bond ETF worth $3.62M as of Q2 2026.
  • Valmark Advisers bought 6,240 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $301K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #188 holding.
  • Valmark Advisers first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.