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World Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

World Investment Advisors’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 		$401K Buy
8,303
+902
+12% +$43.6K 0.01% 1054
2026
Q1 		$359K Sell
7,401
-764
-9% -$37.2K 0.01% 1154
2025
Q4 		$398K Buy
+8,165
New +$398K 0.01% 1040
2025
Q3 		– Sell
-5,130
Closed -$250K – 1260
2025
Q2 		$250K Buy
5,130
+330
+7% +$15.9K 0.01% 1003
2025
Q1 		$232K Buy
4,800
+28
+0.6% +$1.34K 0.01% 960
2024
Q4 		$228K Buy
+4,772
New +$229K 0.01% 925
2024
Q1 		– Sell
-4,212
Closed -$200K – 429
2023
Q4 		$200K Sell
4,212
-2,335
-36% -$109K 0.03% 366
2023
Q3 		$304K Sell
6,547
-10,751
-62% -$500K 0.06% 200
2023
Q2 		$807K Buy
17,298
+3,912
+29% +$184K 0.16% 103
2023
Q1 		$631K Buy
13,386
+1,023
+8% +$47.9K 0.13% 115
2022
Q4 		$574K Buy
12,363
+737
+6% +$34.1K 0.13% 115
2022
Q3 		$536K Buy
11,626
+1,828
+19% +$86.3K 0.13% 126
2022
Q2 		$468K Buy
9,798
+840
+9% +$40.1K 0.1% 153
2022
Q1 		$434K Sell
8,958
-55
-0.6% -$2.72K 0.09% 160
2021
Q4 		$444K Sell
9,013
-23,096
-72% -$1.17M 0.09% 163
2021
Q3 		$1.64M Sell
32,109
-6,551
-17% -$336K 0.37% 47
2021
Q2 		$1.98M Sell
38,660
-6,031
-13% -$310K 0.45% 43
2021
Q1 		$2.29M Sell
44,691
-9,678
-18% -$498K 0.55% 35
2020
Q4 		$2.8M Buy
54,369
+50,344
+1,251% +$2.59M 0.71% 27
2020
Q3 		$207K Hold
4,025
– – 0.07% 157
2020
Q2 		$207K Buy
+4,025
New +$206K 0.07% 154
2019
Q4 		– Sell
-7,522
Closed -$380K – 171
2019
Q3 		$380K Sell
7,522
-4,818
-39% -$243K 0.16% 76
2019
Q2 		$624K Buy
+12,340
New +$616K 0.28% 52

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

World Investment Advisors's ISTB Position: Q2 2026 in Review

World Investment Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 12% in Q2 2026, buying an estimated $43.6K and bringing the position to 8,303 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1054.

World Investment Advisors first reported a position in ISTB in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.8M in Q4 2020. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • World Investment Advisors held 8,303 shares of iShares Core 1-5 Year USD Bond ETF worth $401K as of Q2 2026.
  • World Investment Advisors bought 902 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $43.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1054 holding.
  • World Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • World Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.8M in Q4 2020.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.