Wealth Enhancement Advisory Services
ISTB icon

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

Wealth Enhancement Advisory Services’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 		$5.33M Buy
111,009
+28,210
+34% +$1.36M 0.01% 969
2026
Q1 		$4M Buy
82,799
+30,304
+58% +$1.48M 0.01% 1008
2025
Q4 		$2.56M Sell
52,495
-8,384
-14% -$409K ﹤0.01% 1375
2025
Q3 		$2.97M Buy
60,879
+272
+0.4% +$13.2K ﹤0.01% 1225
2025
Q2 		$2.93M Sell
60,607
-3,087
-5% -$149K ﹤0.01% 1163
2025
Q1 		$3.08M Buy
63,694
+3,153
+5% +$151K 0.01% 1034
2024
Q4 		$2.89M Buy
60,541
+18,117
+43% +$870K 0.01% 1012
2024
Q3 		$2.07M Sell
42,424
-8,854
-17% -$426K ﹤0.01% 1034
2024
Q2 		$2.43M Buy
51,278
+2,058
+4% +$97.1K 0.01% 912
2024
Q1 		$2.34M Buy
49,220
+8,650
+21% +$410K 0.01% 891
2023
Q4 		$1.93M Sell
40,570
-3,291
-8% -$154K 0.01% 916
2023
Q3 		$2.03M Buy
43,861
+39,292
+860% +$1.83M 0.01% 855
2023
Q2 		$213K Buy
+4,569
New +$215K ﹤0.01% 491
2023
Q1 		– Sell
-15,520
Closed -$730K – 540
2022
Q4 		$730K Sell
15,520
-18,371
-54% -$850K 0.01% 249
2022
Q3 		$1.56M Sell
33,891
-272
-0.8% -$12.8K 0.02% 192
2022
Q2 		$1.62M Sell
34,163
-476
-1% -$22.7K 0.02% 216
2022
Q1 		$1.67M Sell
34,639
-1,841
-5% -$90.9K 0.02% 197
2021
Q4 		$1.82M Buy
36,480
+1,690
+5% +$85.6K 0.03% 177
2021
Q3 		$1.77M Buy
34,790
+3,295
+10% +$169K 0.03% 152
2021
Q2 		$1.62M Buy
31,495
+1,918
+6% +$98.4K 0.03% 151
2021
Q1 		$1.52M Buy
+29,577
New +$1.52M 0.03% 155

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 Enhancement Advisory Services's ISTB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 34% in Q2 2026, buying an estimated $1.36M and bringing the position to 111,009 shares worth $5.33M. The position accounts for 0.01% of the portfolio, ranked #969.

Wealth Enhancement Advisory Services first reported a position in ISTB in Q1 2021 and has held it in 21 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 111,009 shares of iShares Core 1-5 Year USD Bond ETF worth $5.33M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 28,210 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #969 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.