Zhang Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Zhang Financial’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	$209K	Buy	4,326 +9	+0.2%	+$435	0.01%	382
2026 Q1	$209K	Buy	4,317 +6	+0.1%	+$292	0.01%	352
2025 Q4	$210K	Buy	4,311 +12	+0.3%	+$586	0.01%	328
2025 Q3	$210K	Buy	+4,299	New	+$209K	0.01%	303
2025 Q2	–	Sell	-6,228	Closed	-$301K	–	301
2025 Q1	$301K	Hold	6,228	–	–	0.02%	248
2024 Q4	$298K	Buy	+6,228	New	+$299K	0.02%	238

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

Zhang Financial's ISTB Position: Q2 2026 in Review

Zhang Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.21% in Q2 2026, buying an estimated $435 and bringing the position to 4,326 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #382.

Zhang Financial first reported a position in ISTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q1 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Zhang Financial held 4,326 shares of iShares Core 1-5 Year USD Bond ETF worth $209K as of Q2 2026.
Zhang Financial bought 9 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $435.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #382 holding.
Zhang Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
Zhang Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $301K in Q1 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.