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C.M. Bidwell & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

C.M. Bidwell & Associates’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 		$4.9M Buy
101,628
+985
+1% +$47.6K 2% 11
2026
Q1 		$4.88M Buy
100,643
+955
+1% +$46.5K 2.28% 10
2025
Q4 		$4.86M Buy
99,688
+940
+1% +$45.9K 2.29% 9
2025
Q3 		$4.82M Buy
98,748
+940
+1% +$45.7K 2.32% 9
2025
Q2 		$4.76M Buy
97,808
+904
+0.9% +$43.6K 2.47% 10
2025
Q1 		$4.69M Buy
96,904
+906
+0.9% +$43.5K 2.82% 8
2024
Q4 		$4.59M Buy
95,998
+5,518
+6% +$265K 2.79% 7
2024
Q3 		$4.4M Buy
90,480
+830
+0.9% +$39.9K 2.69% 7
2024
Q2 		$4.25M Buy
89,650
+805
+0.9% +$38K 2.84% 7
2024
Q1 		$4.21M Buy
88,845
+489
+0.6% +$23.2K 2.87% 7
2023
Q4 		$4.2M Buy
88,356
+4,136
+5% +$193K 3.12% 7
2023
Q3 		$3.91M Sell
84,220
-64
-0.1% -$2.98K 2.97% 7
2023
Q2 		$3.93M Buy
84,284
+633
+0.8% +$29.7K 2.88% 6
2023
Q1 		$3.94M Buy
83,651
+526
+0.6% +$24.6K 2.99% 6
2022
Q4 		$3.86M Buy
83,125
+805
+1% +$37.2K 3.05% 6
2022
Q3 		$3.79M Buy
82,320
+250
+0.3% +$11.8K 3.15% 6
2022
Q2 		$3.89M Buy
82,070
+350
+0.4% +$16.7K 3.08% 6
2022
Q1 		$3.96M Buy
81,720
+640
+0.8% +$31.6K 2.59% 7
2021
Q4 		$4.09M Buy
81,080
+440
+0.5% +$22.3K 2.51% 8
2021
Q3 		$4.12M Buy
80,640
+6,485
+9% +$332K 2.73% 7
2021
Q2 		$3.8M Buy
+74,155
New +$3.81M 2.49% 8
2018
Q3 		– Sell
-210
Closed -$10K – 421
2018
Q2 		$10K Hold
210
– – 0.01% 314
2018
Q1 		$10K Sell
210
-420
-67% -$20.8K 0.01% 299
2017
Q4 		$31K Buy
+630
New +$31.5K 0.03% 269

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

C.M. Bidwell & Associates's ISTB Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.98% in Q2 2026, buying an estimated $47.6K and bringing the position to 101,628 shares worth $4.9M. The position accounts for 2% of the portfolio, ranked #11.

C.M. Bidwell & Associates first reported a position in ISTB in Q4 2017 and has held it in 24 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • C.M. Bidwell & Associates held 101,628 shares of iShares Core 1-5 Year USD Bond ETF worth $4.9M as of Q2 2026.
  • C.M. Bidwell & Associates bought 985 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $47.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 2% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #11 holding.
  • C.M. Bidwell & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.