Walsh & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Walsh & Associates’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	$32.3K	Buy	+670	New	+$32.4K	0.03%	141

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

Walsh & Associates's ISTB Position: Q2 2026 in Review

Walsh & Associates opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 670 shares worth $32.3K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

395 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Walsh & Associates held 670 shares of iShares Core 1-5 Year USD Bond ETF worth $32.3K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Walsh & Associates position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Walsh & Associates's portfolio in Q2 2026, its #141 holding.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.