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Brio Consultants’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Brio Consultants’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 		$5.95M Buy
123,399
+180
+0.1% +$8.69K 0.7% 34
2026
Q1 		$5.95M Sell
123,219
-904
-0.7% -$44K 0.73% 34
2025
Q4 		$6.05M Sell
124,123
-2,485
-2% -$121K 0.79% 31
2025
Q3 		$6.18M Sell
126,608
-2,566
-2% -$125K 0.85% 31
2025
Q2 		$6.28M Sell
129,174
-1,937
-1% -$93.5K 0.92% 29
2025
Q1 		$6.34M Sell
131,111
-1,591
-1% -$76.4K 1% 25
2024
Q4 		$6.34M Sell
132,702
-4,097
-3% -$197K 0.99% 21
2024
Q3 		$6.66M Sell
136,799
-3,402
-2% -$164K 1.06% 22
2024
Q2 		$6.64M Sell
140,201
-2,423
-2% -$114K 1.1% 23
2024
Q1 		$6.77M Sell
142,624
-9,923
-7% -$470K 1.14% 21
2023
Q4 		$7.26M Sell
152,547
-91,124
-37% -$4.25M 1.29% 18
2023
Q3 		$11.3M Buy
+243,671
New +$11.3M 2.12% 13
2023
Q1 		– Sell
-6,899
Closed -$320K – 92
2022
Q4 		$320K Sell
6,899
-26,663
-79% -$1.23M 0.06% 74
2022
Q3 		$1.54M Sell
33,562
-76,889
-70% -$3.63M 0.32% 47
2022
Q2 		$5.22M Sell
110,451
-349,255
-76% -$16.7M 1.19% 24
2022
Q1 		$22.3M Buy
459,706
+25,176
+6% +$1.24M 4.75% 6
2021
Q4 		$21.9M Buy
+434,530
New +$22M 5.15% 7

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

Brio Consultants's ISTB Position: Q2 2026 in Review

Brio Consultants increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.15% in Q2 2026, buying an estimated $8.69K and bringing the position to 123,399 shares worth $5.95M. The position accounts for 0.7% of the portfolio, ranked #34.

Brio Consultants first reported a position in ISTB in Q4 2021 and has held it in 17 quarters since. The position peaked at $22.3M in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Brio Consultants held 123,399 shares of iShares Core 1-5 Year USD Bond ETF worth $5.95M as of Q2 2026.
  • Brio Consultants bought 180 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $8.69K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.7% of Brio Consultants's portfolio in Q2 2026, its #34 holding.
  • Brio Consultants first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Brio Consultants's iShares Core 1-5 Year USD Bond ETF position peaked at $22.3M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.