Blue Trust Inc
ISTB icon

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
Q3 		$278K Sell
5,882
-296
-5% -$14.2K ﹤0.01% 661
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

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Blue Trust Inc's ISTB Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.8% in Q3 2026, selling an estimated $14.2K and leaving 5,882 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Blue Trust Inc first reported a position in ISTB in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.87M in Q1 2023. 124 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Blue Trust Inc held 5,882 shares of iShares Core 1-5 Year USD Bond ETF worth $278K as of Q3 2026.
  • Blue Trust Inc sold 296 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $14.2K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #661 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 18 quarters since.
  • Blue Trust Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $6.87M in Q1 2023.
  • 124 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.