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Blue Trust Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Blue Trust Inc’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 		$298K Buy
6,178
+266
+4% +$12.8K ﹤0.01% 662
2026
Q1 		$286K Sell
5,912
-341
-5% -$16.6K ﹤0.01% 663
2025
Q4 		$305K Sell
6,253
-608
-9% -$29.7K ﹤0.01% 644
2025
Q3 		$335K Sell
6,861
-1,346
-16% -$65.5K ﹤0.01% 623
2025
Q2 		$399K Sell
8,207
-3,734
-31% -$180K ﹤0.01% 530
2025
Q1 		$577K Sell
11,941
-15,381
-56% -$738K 0.01% 376
2024
Q4 		$1.31M Buy
27,322
+1,553
+6% +$74.5K 0.02% 203
2024
Q3 		$1.22M Sell
25,769
-2,916
-10% -$140K 0.02% 229
2024
Q2 		$1.36M Hold
28,685
– – 0.02% 184
2024
Q1 		$1.36M Sell
28,685
-5,300
-16% -$251K 0.02% 158
2023
Q4 		$1.58M Sell
33,985
-19,261
-36% -$899K 0.03% 127
2023
Q3 		$2.48M Sell
53,246
-35,944
-40% -$1.67M 0.04% 98
2023
Q2 		$4.21M Sell
89,190
-58,670
-40% -$2.76M 0.07% 67
2023
Q1 		$6.87M Buy
147,860
+98,962
+202% +$4.63M 0.11% 61
2022
Q4 		$2.25M Sell
48,898
-13,405
-22% -$620K 0.04% 105
2022
Q3 		$2.95M Buy
62,303
+52,587
+541% +$2.48M 0.05% 77
2022
Q2 		$471K Buy
+9,716
New +$464K 0.01% 204

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

Blue Trust Inc's ISTB Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,178 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Blue Trust Inc first reported a position in ISTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.87M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Blue Trust Inc held 6,178 shares of iShares Core 1-5 Year USD Bond ETF worth $298K as of Q2 2026.
  • Blue Trust Inc bought 266 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #662 holding.
  • Blue Trust Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $6.87M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.