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

Wealth Management Resources’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	$17.3M	Buy	359,263 +29,219	+9%	+$1.41M	5.35%	7
2026 Q1	$16M	Buy	330,044 +1,158	+0.4%	+$56.4K	5.57%	7
2025 Q4	$16M	Sell	328,886 -15,493	-4%	-$756K	5.64%	7
2025 Q3	$16.8M	Buy	344,379 +12,301	+4%	+$598K	5.44%	8
2025 Q2	$16.2M	Buy	332,078 +20,149	+6%	+$972K	5.52%	8
2025 Q1	$15.1M	Buy	311,929 +15,452	+5%	+$742K	5.47%	7
2024 Q4	$14.2M	Buy	296,477 +90,506	+44%	+$4.34M	5.23%	7
2024 Q3	$10M	Buy	205,971 +2,886	+1%	+$139K	4.02%	11
2024 Q2	$9.82M	Buy	203,085 +24,705	+14%	+$1.17M	4.22%	11
2024 Q1	$8.46M	Buy	178,380 +10,156	+6%	+$481K	3.66%	12
2023 Q4	$8M	Buy	+168,224	New	+$7.85M	3.76%	12

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 Management Resources's ISTB Position: Q2 2026 in Review

Wealth Management Resources increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.9% in Q2 2026, buying an estimated $1.41M and bringing the position to 359,263 shares worth $17.3M. The position accounts for 5.35% of the portfolio, ranked #7.

Wealth Management Resources first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Wealth Management Resources held 359,263 shares of iShares Core 1-5 Year USD Bond ETF worth $17.3M as of Q2 2026.
Wealth Management Resources bought 29,219 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.41M.
iShares Core 1-5 Year USD Bond ETF made up 5.35% of Wealth Management Resources's portfolio in Q2 2026, its #7 holding.
Wealth Management Resources first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 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 Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.