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 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

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

Wealth Forward LLC's ISTB Position: Q2 2026 in Review

Wealth Forward LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 5,042 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #45.

Wealth Forward LLC first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Wealth Forward LLC held 5,042 shares of iShares Core 1-5 Year USD Bond ETF worth $243K as of Q2 2026.
Wealth Forward LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.12% of Wealth Forward LLC's portfolio in Q2 2026, its #45 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 11 quarters since.
Wealth Forward LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $246K in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.