Question 1

How many shares of ISTB does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 112,066 shares of ISTB (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's ISTB position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ISTB position is worth $5.4M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ISTB?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their ISTB position (-0.6% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ISTB?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ISTB in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	112,066	-0.6%	$5.4M	0.0%	$48.08	0
2026-Q1	Decreased	112,760	-1.6%	$5.5M	0.0%	$47.60	0
2025-Q4	Increased	114,547	+6.8%	$5.6M	0.0%	$47.55	29
2025-Q3	Decreased	107,218	-0.9%	$5.2M	0.0%	$46.98	0
2025-Q2	Increased	108,237	+2.1%	$5.3M	0.0%	$46.31	28
2025-Q1	Decreased	105,973	-9.5%	$5.1M	0.0%	$45.55	0
2024-Q4	Decreased	117,091	-0.6%	$5.6M	0.0%	$44.71	0
2024-Q3	Decreased	117,821	-2.5%	$5.7M	0.1%	$44.96	0
2024-Q2	Decreased	120,799	-11.6%	$5.7M	0.1%	$43.33	0
2024-Q1	Decreased	136,591	-9.1%	$6.5M	0.1%	$42.98	0
2023-Q4	Decreased	150,273	-33.1%	$7.1M	0.1%	$42.84	0
2023-Q3	Increased	224,581	+1.6%	$10.4M	0.2%	$41.30	34
2023-Q2	Decreased	221,128	-2.0%	$10.3M	0.2%	$41.22	0
2023-Q1	Decreased	225,646	-25.0%	$10.6M	0.2%	$41.39	0
2022-Q4	Decreased	300,933	-6.2%	$14M	0.2%	$40.58	0
2022-Q3	Decreased	320,853	-2.2%	$14.8M	0.3%	$39.96	0
2022-Q2	Decreased	327,931	-3.5%	$15.5M	0.3%	$40.89	0
2022-Q1	Decreased	339,782	-2.4%	$16.5M	0.3%	$41.62	0
2021-Q4	Decreased	348,147	-1.3%	$17.6M	0.3%	$43.21	0
2021-Q3	Increased	352,822	+5.2%	$18M	0.3%	$43.52	36
2021-Q2	Decreased	335,374	-48.3%	$17.2M	0.3%	$43.69	0
2021-Q1	Increased	648,810	+197.8%	$16.7B	0.3%	$43.51	62
2020-Q4	Increased	217,836	+5.8%	$11.2M	0.2%	$43.52	35
2020-Q3	Increased	206,001	+14.5%	$10.6M	0.3%	$43.16	38
2020-Q2	Increased	179,903	+4.1%	$9.3M	0.3%	$42.86	34
2020-Q1	Increased	172,826	+8.0%	$8.7M	0.3%	$41.80	36
2019-Q4	Increased	160,035	+8.3%	$8.1M	0.2%	$41.54	36
2019-Q3	Increased	147,719	+8.4%	$7.5M	0.3%	$41.25	36
2019-Q2	Increased	136,252	+15.0%	$6.9M	0.3%	$40.92	37
2019-Q1	New	118,456	-	$5.9M	0.3%	$40.17	45

ISTB30 quarters

ISTB
30 quarters