WCG
ISTB icon

Weaver Consulting Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Weaver Consulting Group’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 		$1.06M Buy
22,015
+7,704
+54% +$372K 0.22% 92
2026
Q1 		$694K Buy
14,311
+961
+7% +$46.8K 0.17% 114
2025
Q4 		$651K Buy
13,350
+6,500
+95% +$317K 0.16% 115
2025
Q3 		$335K Buy
6,850
+2,380
+53% +$116K 0.09% 172
2025
Q2 		$217K Buy
+4,470
New +$216K 0.06% 228
2023
Q2 		– Sell
-4,884
Closed -$230K – 187
2023
Q1 		$230K Hold
4,884
– – 0.11% 159
2022
Q4 		$227K Hold
4,884
– – 0.12% 157
2022
Q3 		$225K Hold
4,884
– – 0.13% 148
2022
Q2 		$232K Buy
+4,884
New +$233K 0.13% 145
2021
Q4 		– Sell
-15,536
Closed -$793K – 170
2021
Q3 		$793K Sell
15,536
-14,528
-48% -$744K 0.43% 44
2021
Q2 		$1.54M Sell
30,064
-31,792
-51% -$1.63M 0.87% 32
2021
Q1 		$3.17M Sell
61,856
-17,531
-22% -$903K 1.95% 11
2020
Q4 		$4.1M Sell
79,387
-22,945
-22% -$1.18M 2.56% 10
2020
Q3 		$5.28M Sell
102,332
-4,061
-4% -$209K 3.04% 7
2020
Q2 		$5.48M Sell
106,393
-6,305
-6% -$322K 3.19% 6
2020
Q1 		$5.69M Buy
112,698
+33,450
+42% +$1.69M 3.71% 5
2019
Q4 		$4M Buy
79,248
+46,833
+144% +$2.36M 2.14% 12
2019
Q3 		$1.63M Buy
32,415
+5,472
+20% +$276K 0.86% 28
2019
Q2 		$1.36M Buy
+26,943
New +$1.35M 0.74% 32

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

Weaver Consulting Group's ISTB Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 54% in Q2 2026, buying an estimated $372K and bringing the position to 22,015 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #92.

Weaver Consulting Group first reported a position in ISTB in Q2 2019 and has held it in 19 quarters since. The position peaked at $5.69M in Q1 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Weaver Consulting Group held 22,015 shares of iShares Core 1-5 Year USD Bond ETF worth $1.06M as of Q2 2026.
  • Weaver Consulting Group bought 7,704 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $372K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.22% of Weaver Consulting Group's portfolio in Q2 2026, its #92 holding.
  • Weaver Consulting Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Weaver Consulting Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.69M in Q1 2020.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.