WealthShield Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105K | Sell |
2,175
-424
| -16% | -$20.7K | 0.01% | 400 |
|
|
2025
Q4 | $127K | Sell |
2,599
-1,145
| -31% | -$55.9K | 0.01% | 373 |
|
|
2025
Q3 | $183K | Sell |
3,744
-157
| -4% | -$7.64K | 0.02% | 351 |
|
|
2025
Q2 | $190K | Buy |
3,901
+622
| +19% | +$30K | 0.02% | 332 |
|
|
2025
Q1 | $159K | Sell |
3,279
-653
| -17% | -$31.4K | 0.02% | 338 |
|
|
2024
Q4 | $188K | Sell |
3,932
-2,169
| -36% | -$104K | 0.03% | 288 |
|
|
2024
Q3 | $297K | Sell |
6,101
-131
| -2% | -$6.3K | 0.04% | 247 |
|
|
2024
Q2 | $295K | Buy |
6,232
+184
| +3% | +$8.68K | 0.05% | 242 |
|
|
2024
Q1 | $287K | Sell |
6,048
-2,108
| -26% | -$99.9K | 0.05% | 239 |
|
|
2023
Q4 | $388K | Sell |
8,156
-19,347
| -70% | -$903K | 0.06% | 220 |
|
|
2023
Q3 | $1.28M | Sell |
27,503
-6,460
| -19% | -$301K | 0.19% | 126 |
|
|
2023
Q2 | $1.58M | Sell |
33,963
-6,663
| -16% | -$313K | 0.24% | 107 |
|
|
2023
Q1 | $1.92M | Sell |
40,626
-15,154
| -27% | -$709K | 0.31% | 88 |
|
|
2022
Q4 | $2.59M | Sell |
55,780
-3,469
| -6% | -$161K | 0.5% | 51 |
|
|
2022
Q3 | $2.73M | Sell |
59,249
-4,629
| -7% | -$218K | 0.54% | 49 |
|
|
2022
Q2 | $3.03M | Buy |
63,878
+525
| +0.8% | +$25.1K | 0.6% | 40 |
|
|
2022
Q1 | $3.07M | Sell |
63,353
-260
| -0.4% | -$12.8K | 0.49% | 50 |
|
|
2021
Q4 | $3.21M | Buy |
63,613
+514
| +0.8% | +$26K | 0.53% | 51 |
|
|
2021
Q3 | $3.22M | Buy |
+63,099
| New | +$3.23M | 0.86% | 36 |
|
|
2021
Q2 | – | Sell |
-34,597
| Closed | -$1.78M | – | 53 |
|
|
2021
Q1 | $1.77M | Sell |
34,597
-28,649
| -45% | -$1.47M | 0.32% | 74 |
|
|
2020
Q4 | $3.27M | Buy |
63,246
+23,040
| +57% | +$1.19M | 0.6% | 51 |
|
|
2020
Q3 | $2.07M | Sell |
40,206
-5,301
| -12% | -$273K | 0.73% | 35 |
|
|
2020
Q2 | $2.34M | Buy |
45,507
+607
| +1% | +$31K | 1.08% | 24 |
|
|
2020
Q1 | $2.27M | Buy |
44,900
+30,802
| +218% | +$1.55M | 1.39% | 20 |
|
|
2019
Q4 | $711K | Sell |
14,098
-10,091
| -42% | -$508K | 0.35% | 60 |
|
|
2019
Q3 | $1.22M | Buy |
24,189
+46
| +0.2% | +$2.32K | 0.65% | 30 |
|
|
2019
Q2 | $1.22M | Buy |
24,143
+9,893
| +69% | +$494K | 0.71% | 28 |
|
|
2019
Q1 | $711K | Sell |
14,250
-65
| -0.5% | -$3.21K | 0.4% | 55 |
|
|
2018
Q4 | $702K | Sell |
14,315
-1,525
| -10% | -$74.4K | 0.48% | 44 |
|
|
2018
Q3 | $776K | Sell |
15,840
-414
| -3% | -$20.3K | 0.44% | 41 |
|
|
2018
Q2 | $798K | Buy |
16,254
+11,515
| +243% | +$565K | 0.49% | 41 |
|
|
2018
Q1 | $234K | Buy |
4,739
+4,581
| +2,899% | +$226K | 0.15% | 107 |
|
|
2017
Q4 | $8K | Buy |
+158
| New | +$7.9K | ﹤0.01% | 197 |
|
Other funds holding ISTB
AA
ST
SSWG
TA
WealthShield Partners's ISTB Position: Q1 2026 in Review
WealthShield Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 16% in Q1 2026, selling an estimated $20.7K and leaving 2,175 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #400.
WealthShield Partners first reported a position in ISTB in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.27M in Q4 2020. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.
- WealthShield Partners held 2,175 shares of iShares Core 1-5 Year USD Bond ETF worth $105K as of Q1 2026.
- WealthShield Partners sold 424 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $20.7K.
- iShares Core 1-5 Year USD Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #400 holding.
- WealthShield Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and has held it in 33 quarters since.
- WealthShield Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $3.27M in Q4 2020.
- 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.