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

Wealth Architects’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 		– Sell
-4,546
Closed -$222K – 246
2025
Q4 		$222K Hold
4,546
– – 0.02% 216
2025
Q3 		$222K Hold
4,546
– – 0.02% 211
2025
Q2 		$221K Sell
4,546
-2,562
-36% -$124K 0.02% 207
2025
Q1 		$344K Buy
7,108
+1,275
+22% +$61.2K 0.04% 171
2024
Q4 		$279K Buy
+5,833
New +$280K 0.03% 174

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
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Wealth Architects's ISTB Position: Q1 2026 in Review

Wealth Architects sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 4,546 shares — an estimated $222K sold.

Wealth Architects first reported a position in ISTB in Q4 2024 and held it in 5 quarters. The position peaked at $344K in Q1 2025. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Wealth Architects reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Architects sold 4,546 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $222K.
  • Wealth Architects first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 5 quarters.
  • Wealth Architects's iShares Core 1-5 Year USD Bond ETF position peaked at $344K in Q1 2025.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.