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

Wealth Dimensions Group’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 		$2.48M Buy
51,424
+215
+0.4% +$10.4K 0.44% 33
2026
Q1 		$2.48M Buy
51,209
+779
+2% +$37.9K 0.49% 27
2025
Q4 		$2.46M Sell
50,430
-62
-0.1% -$3.03K 0.49% 27
2025
Q3 		$2.47M Sell
50,492
-348
-0.7% -$16.9K 0.51% 28
2025
Q2 		$2.47M Buy
50,840
+941
+2% +$45.4K 0.55% 26
2025
Q1 		$2.41M Buy
49,899
+2,313
+5% +$111K 0.58% 25
2024
Q4 		$2.27M Buy
47,586
+494
+1% +$23.7K 0.56% 25
2024
Q3 		$2.29M Sell
47,092
-146
-0.3% -$7.03K 0.58% 25
2024
Q2 		$2.24M Sell
47,238
-1,513
-3% -$71.4K 0.64% 22
2024
Q1 		$2.31M Sell
48,751
-1,822
-4% -$86.4K 0.68% 23
2023
Q4 		$2.41M Sell
50,573
-11,646
-19% -$544K 0.76% 20
2023
Q3 		$2.89M Sell
62,219
-11,421
-16% -$532K 1.05% 16
2023
Q2 		$3.43M Sell
73,640
-3,257
-4% -$153K 1.25% 15
2023
Q1 		$3.63M Sell
76,897
-1,848
-2% -$86.5K 1.4% 13
2022
Q4 		$3.66M Sell
78,745
-117,119
-60% -$5.42M 1.49% 13
2022
Q3 		$9.03M Sell
195,864
-29,660
-13% -$1.4M 4.47% 7
2022
Q2 		$10.7M Sell
225,524
-12,199
-5% -$582K 5.07% 5
2022
Q1 		$11.5M Buy
237,723
+5,687
+2% +$281K 5.33% 7
2021
Q4 		$11.7M Buy
232,036
+200,293
+631% +$10.1M 5.73% 5
2021
Q3 		$1.62M Hold
31,743
– – 1.04% 21
2021
Q2 		$1.63M Buy
31,743
+116
+0.4% +$5.95K 1.1% 20
2021
Q1 		$1.62M Sell
31,627
-467
-1% -$24K 1.26% 17
2020
Q4 		$1.66M Buy
+32,094
New +$1.65M 1.43% 16

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

Wealth Dimensions Group's ISTB Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.42% in Q2 2026, buying an estimated $10.4K and bringing the position to 51,424 shares worth $2.48M. The position accounts for 0.44% of the portfolio, ranked #33.

Wealth Dimensions Group first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.7M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Wealth Dimensions Group held 51,424 shares of iShares Core 1-5 Year USD Bond ETF worth $2.48M as of Q2 2026.
  • Wealth Dimensions Group bought 215 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.44% of Wealth Dimensions Group's portfolio in Q2 2026, its #33 holding.
  • Wealth Dimensions Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares Core 1-5 Year USD Bond ETF position peaked at $11.7M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.