WBH Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

WBH Advisory’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	$269K	Buy	+5,572	New	+$269K	0.02%	331
2025 Q3	–	Sell	-4,131	Closed	-$201K	–	349
2025 Q2	$201K	Sell	4,131 -212	-5%	-$10.2K	0.02%	332
2025 Q1	$210K	Hold	4,343	–	–	0.02%	312
2024 Q4	$207K	Buy	+4,343	New	+$208K	0.02%	312
2022 Q3	$212K	Buy	+4,590	New	+$217K	0.03%	276
2022 Q2	–	Sell	-8,096	Closed	-$388K	–	311
2022 Q1	$388K	Buy	8,096 +2,324	+40%	+$115K	0.05%	232
2021 Q4	$291K	Buy	+5,772	New	+$292K	0.03%	269

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

WBH Advisory's ISTB Position: Q2 2026 in Review

WBH Advisory opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 5,572 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings. This is a return to the name: WBH Advisory previously reported a position in ISTB as recently as Q2 2025.

WBH Advisory first reported a position in ISTB in Q4 2021 and has held it in 7 quarters since. The position peaked at $388K in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

WBH Advisory held 5,572 shares of iShares Core 1-5 Year USD Bond ETF worth $269K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new WBH Advisory position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #331 holding.
WBH Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 7 quarters since.
WBH Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $388K in Q1 2022.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.