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

Wealth Forward LLC’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 Q3	$238K	Hold	5,042	–	–	0.11%	49
2026 Q2	$243K	Hold	5,042	–	–	0.12%	45
2026 Q1	$244K	Hold	5,042	–	–	0.14%	39
2025 Q4	$246K	Hold	5,042	–	–	0.14%	41
2025 Q3	$246K	Hold	5,042	–	–	0.14%	37
2025 Q2	$245K	Hold	5,042	–	–	0.16%	29
2025 Q1	$244K	Hold	5,042	–	–	0.17%	29
2024 Q4	$241K	Hold	5,042	–	–	0.17%	29
2024 Q3	$245K	Hold	5,042	–	–	0.17%	28
2024 Q2	$239K	Hold	5,042	–	–	0.19%	29
2024 Q1	$239K	Hold	5,042	–	–	0.19%	29
2023 Q4	$240K	Buy	+5,042	New	+$235K	0.2%	30

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Forward LLC's ISTB Position: Q3 2026 in Review

Wealth Forward LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 5,042 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #49.

Wealth Forward LLC first reported a position in ISTB in Q4 2023 and has held it in 12 quarters since. The position peaked at $246K in Q3 2025. 116 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Wealth Forward LLC held 5,042 shares of iShares Core 1-5 Year USD Bond ETF worth $238K as of Q3 2026.
Wealth Forward LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.11% of Wealth Forward LLC's portfolio in Q3 2026, its #49 holding.
Wealth Forward LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $246K in Q3 2025.
116 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.