ACP
ISTB icon

Aviance Capital Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Aviance Capital Partners’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 		$492K Sell
10,207
-22
-0.2% -$1.06K 0.05% 258
2026
Q1 		$496K Buy
10,229
+874
+9% +$42.6K 0.06% 237
2025
Q4 		$456K Buy
9,355
+1,113
+14% +$54.3K 0.05% 254
2025
Q3 		$403K Buy
8,242
+44
+0.5% +$2.14K 0.05% 266
2025
Q2 		$399K Sell
8,198
-276
-3% -$13.3K 0.05% 253
2025
Q1 		$410K Buy
8,474
+90
+1% +$4.32K 0.06% 235
2024
Q4 		$400K Sell
8,384
-128
-2% -$6.14K 0.06% 231
2024
Q3 		$414K Buy
8,512
+32
+0.4% +$1.54K 0.05% 238
2024
Q2 		$402K Buy
8,480
+658
+8% +$31K 0.06% 229
2024
Q1 		$371K Buy
7,822
+924
+13% +$43.8K 0.06% 235
2023
Q4 		$328K Buy
+6,898
New +$322K 0.07% 202

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

Aviance Capital Partners's ISTB Position: Q2 2026 in Review

Aviance Capital Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.22% in Q2 2026, selling an estimated $1.06K and leaving 10,207 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #258.

Aviance Capital Partners first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $496K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Aviance Capital Partners held 10,207 shares of iShares Core 1-5 Year USD Bond ETF worth $492K as of Q2 2026.
  • Aviance Capital Partners sold 22 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.06K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.05% of Aviance Capital Partners's portfolio in Q2 2026, its #258 holding.
  • Aviance Capital Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Aviance Capital Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $496K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.