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Bluestem Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bluestem Financial Advisors’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 		$4.45M Sell
92,217
-1,978
-2% -$95.5K 1.56% 13
2026
Q1 		$4.56M Sell
94,195
-12,280
-12% -$598K 1.76% 12
2025
Q4 		$5.19M Buy
106,475
+1,119
+1% +$54.6K 2.01% 11
2025
Q3 		$5.15M Sell
105,356
-620
-0.6% -$30.2K 2.01% 10
2025
Q2 		$5.16M Sell
105,976
-4,237
-4% -$204K 2.21% 10
2025
Q1 		$5.33M Sell
110,213
-1,692
-2% -$81.2K 2.49% 8
2024
Q4 		$5.35M Sell
111,905
-12,489
-10% -$599K 2.52% 8
2024
Q3 		$6.06M Sell
124,394
-17,625
-12% -$848K 2.83% 7
2024
Q2 		$6.73M Sell
142,019
-20,371
-13% -$961K 3.4% 7
2024
Q1 		$7.7M Sell
162,390
-1,698
-1% -$80.5K 3.98% 7
2023
Q4 		$7.8M Sell
164,088
-3,651
-2% -$170K 4.54% 7
2023
Q3 		$7.78M Buy
167,739
+38,096
+29% +$1.77M 4.75% 7
2023
Q2 		$6.05M Sell
129,643
-35,729
-22% -$1.68M 3.66% 7
2023
Q1 		$7.8M Sell
165,372
-413
-0.2% -$19.3K 4.8% 7
2022
Q4 		$7.7M Buy
165,785
+70,780
+75% +$3.27M 5.06% 7
2022
Q3 		$4.38M Buy
95,005
+25,140
+36% +$1.19M 3.1% 7
2022
Q2 		$3.31M Buy
69,865
+16,247
+30% +$775K 2.3% 8
2022
Q1 		$2.6M Buy
+53,618
New +$2.65M 1.63% 11

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

Bluestem Financial Advisors's ISTB Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.1% in Q2 2026, selling an estimated $95.5K and leaving 92,217 shares worth $4.45M. The position accounts for 1.56% of the portfolio, ranked #13.

Bluestem Financial Advisors first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.8M in Q4 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Bluestem Financial Advisors held 92,217 shares of iShares Core 1-5 Year USD Bond ETF worth $4.45M as of Q2 2026.
  • Bluestem Financial Advisors sold 1,978 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $95.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.56% of Bluestem Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Bluestem Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Bluestem Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $7.8M in Q4 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.