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

Brinker Capital Investments’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 		$15.8M Buy
328,255
+49,833
+18% +$2.41M 0.12% 139
2026
Q1 		$13.5M Buy
278,422
+10,873
+4% +$530K 0.12% 164
2025
Q4 		$13M Buy
267,549
+1,868
+0.7% +$91.2K 0.1% 189
2025
Q3 		$13M Buy
265,681
+71,009
+36% +$3.45M 0.1% 173
2025
Q2 		$9.47M Sell
194,672
-11,473
-6% -$554K 0.08% 238
2025
Q1 		$9.97M Sell
206,145
-354
-0.2% -$17K 0.1% 200
2024
Q4 		$9.86M Sell
206,499
-25,554
-11% -$1.23M 0.1% 200
2024
Q3 		$11.3M Sell
232,053
-9,109
-4% -$438K 0.11% 180
2024
Q2 		$11.4M Sell
241,162
-1,312
-0.5% -$61.9K 0.12% 160
2024
Q1 		$11.5M Sell
242,474
-23,731
-9% -$1.13M 0.12% 168
2023
Q4 		$12.6M Sell
266,205
-4,161
-2% -$194K 0.15% 143
2023
Q3 		$12.5M Sell
270,366
-35,392
-12% -$1.65M 0.15% 142
2023
Q2 		$14.3M Sell
305,758
-65,806
-18% -$3.09M 0.15% 132
2023
Q1 		$17.5M Sell
371,564
-68,840
-16% -$3.22M 0.22% 95
2022
Q4 		$20.5M Buy
440,404
+334,144
+314% +$15.5M 0.41% 48
2022
Q3 		$4.9M Sell
106,260
-2,830
-3% -$134K 0.1% 201
2022
Q2 		$5.17M Sell
109,090
-36,316
-25% -$1.73M 0.1% 209
2022
Q1 		$7.05M Buy
145,406
+31,774
+28% +$1.57M 0.11% 182
2021
Q4 		$5.73M Sell
113,632
-4,659
-4% -$236K 0.08% 241
2021
Q3 		$6.07M Hold
118,291
– – 0.1% 219
2021
Q2 		$6.07M Sell
118,291
-6,791
-5% -$349K 0.08% 267
2021
Q1 		$6.42M Sell
125,082
-122,858
-50% -$6.33M 0.1% 213
2020
Q4 		$12.8M Buy
247,940
+124,338
+101% +$6.41M 0.2% 99
2020
Q3 		$6.37M Buy
+123,602
New +$6.37M 0.11% 202
2019
Q3 		– Sell
-183
Closed -$9K – 856
2019
Q2 		$9K Buy
+183
New +$9.13K ﹤0.01% 796
2018
Q1 		– Sell
-33,946
Closed -$1.69M – 558
2017
Q4 		$1.69M Sell
33,946
-604
-2% -$30.2K 0.06% 187
2017
Q3 		$1.74M Sell
34,550
-2,143
-6% -$108K 0.06% 166
2017
Q2 		$1.84M Buy
36,693
+5,677
+18% +$285K 0.07% 162
2017
Q1 		$1.55M Buy
31,016
+3,434
+12% +$172K 0.06% 167
2016
Q4 		$1.38M Buy
27,582
+3,621
+15% +$182K 0.06% 167
2016
Q3 		$1.21M Buy
23,961
+1,749
+8% +$88.6K 0.05% 169
2016
Q2 		$1.13M Buy
22,212
+4,318
+24% +$218K 0.05% 175
2016
Q1 		$900K Buy
17,894
+2,462
+16% +$123K 0.04% 188
2015
Q4 		$766K Sell
15,432
-288
-2% -$14.4K 0.03% 206
2015
Q3 		$789K Buy
15,720
+1,436
+10% +$72K 0.03% 198
2015
Q2 		$717K Buy
14,284
+1,802
+14% +$90.7K 0.03% 205
2015
Q1 		$630K Buy
12,482
+5,958
+91% +$299K 0.02% 208
2014
Q4 		$327K Buy
6,524
+5,388
+474% +$270K 0.01% 242
2014
Q3 		$57K Buy
1,136
+302
+36% +$15.2K ﹤0.01% 276
2014
Q2 		$42K Buy
+834
New +$41.9K ﹤0.01% 292

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

Brinker Capital Investments's ISTB Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 18% in Q2 2026, buying an estimated $2.41M and bringing the position to 328,255 shares worth $15.8M. The position accounts for 0.12% of the portfolio, ranked #139.

Brinker Capital Investments first reported a position in ISTB in Q2 2014 and has held it in 40 quarters since. The position peaked at $20.5M in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Brinker Capital Investments held 328,255 shares of iShares Core 1-5 Year USD Bond ETF worth $15.8M as of Q2 2026.
  • Brinker Capital Investments bought 49,833 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.41M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.12% of Brinker Capital Investments's portfolio in Q2 2026, its #139 holding.
  • Brinker Capital Investments first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2014 and has held it in 40 quarters since.
  • Brinker Capital Investments's iShares Core 1-5 Year USD Bond ETF position peaked at $20.5M in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.