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Bartlett & Co Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bartlett & Co Wealth Management’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 		$41.1M Buy
852,449
+111,145
+15% +$5.37M 0.51% 46
2026
Q1 		$35.9M Buy
741,304
+185,134
+33% +$9.02M 0.46% 52
2025
Q4 		$27.1M Buy
556,170
+134,574
+32% +$6.57M 0.35% 58
2025
Q3 		$20.6M Buy
+421,596
New +$20.5M 0.27% 73
2025
Q2 		– Sell
-2,490
Closed -$120K – 1290
2025
Q1 		$120K Sell
2,490
-30
-1% -$1.44K ﹤0.01% 516
2024
Q4 		$120K Buy
2,520
+20
+0.8% +$960 ﹤0.01% 514
2024
Q3 		$122K Buy
2,500
+1,180
+89% +$56.8K ﹤0.01% 518
2024
Q2 		$62.5K Sell
1,320
-20
-1% -$943 ﹤0.01% 620
2024
Q1 		$63.6K Sell
1,340
-20
-1% -$948 ﹤0.01% 624
2023
Q4 		$64.7K Buy
1,360
+10
+0.7% +$467 ﹤0.01% 652
2023
Q3 		$62.6K Sell
1,350
-130
-9% -$6.05K ﹤0.01% 621
2023
Q2 		$69K Buy
+1,480
New +$69.5K ﹤0.01% 606

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

Bartlett & Co Wealth Management's ISTB Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 15% in Q2 2026, buying an estimated $5.37M and bringing the position to 852,449 shares worth $41.1M. The position accounts for 0.51% of the portfolio, ranked #46.

Bartlett & Co Wealth Management first reported a position in ISTB in Q2 2023 and has held it in 12 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Bartlett & Co Wealth Management held 852,449 shares of iShares Core 1-5 Year USD Bond ETF worth $41.1M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 111,145 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $5.37M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.51% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.