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Wealthspire Advisors (New York)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.25M Sell
25,898
-97,649
-79% -$4.72M 0.01% 515
2026
Q1 		$5.99M Buy
123,547
+96,544
+358% +$4.7M 0.05% 150
2025
Q4 		$1.32M Sell
27,003
-5,969
-18% -$291K 0.01% 370
2025
Q3 		$1.61M Sell
32,972
-2,389
-7% -$116K 0.01% 309
2025
Q2 		$1.72M Buy
35,361
+1,420
+4% +$68.5K 0.01% 297
2025
Q1 		$1.64M Sell
33,941
-3,152
-8% -$151K 0.01% 301
2024
Q4 		$1.77M Sell
37,093
-6,477
-15% -$311K 0.02% 264
2024
Q3 		$2.12M Sell
43,570
-8,282
-16% -$399K 0.02% 244
2024
Q2 		$2.46M Buy
51,852
+1,357
+3% +$64K 0.03% 181
2024
Q1 		$2.4M Sell
50,495
-2,529
-5% -$120K 0.03% 177
2023
Q4 		$2.52M Sell
53,024
-2,704
-5% -$126K 0.04% 163
2023
Q3 		$2.58M Buy
55,728
+756
+1% +$35.2K 0.04% 145
2023
Q2 		$2.56M Sell
54,972
-3,089
-5% -$145K 0.04% 128
2023
Q1 		$2.74M Sell
58,061
-3,725
-6% -$174K 0.05% 125
2022
Q4 		$2.87M Sell
61,786
-8,909
-13% -$412K 0.05% 124
2022
Q3 		$3.26M Buy
70,695
+2,503
+4% +$118K 0.07% 113
2022
Q2 		$3.23M Buy
68,192
+1,290
+2% +$61.6K 0.07% 114
2022
Q1 		$3.24M Sell
66,902
-13,345
-17% -$659K 0.07% 96
2021
Q4 		$4.05M Sell
80,247
-1,965
-2% -$99.5K 0.09% 91
2021
Q3 		$4.2M Buy
82,212
+40,908
+99% +$2.1M 0.09% 104
2021
Q2 		$2.12M Sell
41,304
-49,775
-55% -$2.55M 0.06% 106
2021
Q1 		$4.67M Buy
91,079
+45,908
+102% +$2.36M 0.11% 93
2020
Q4 		$2.33M Buy
+45,171
New +$2.33M 0.07% 122
2020
Q2 		– Sell
-55,394
Closed -$2.8M – 403
2020
Q1 		$2.8M Buy
+55,394
New +$2.8M 0.12% 98

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

Wealthspire Advisors (New York)'s ISTB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 79% in Q2 2026, selling an estimated $4.72M and leaving 25,898 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #515.

Wealthspire Advisors (New York) first reported a position in ISTB in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.99M in Q1 2026. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Wealthspire Advisors (New York) held 25,898 shares of iShares Core 1-5 Year USD Bond ETF worth $1.25M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 97,649 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $4.72M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #515 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core 1-5 Year USD Bond ETF position peaked at $5.99M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.