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Caldwell Trust’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Caldwell Trust’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 		– Sell
-420
Closed -$20.4K – 829
2026
Q1 		$20.4K Hold
420
– – ﹤0.01% 596
2025
Q4 		$20.5K Buy
+420
New +$20.5K ﹤0.01% 583
2021
Q3 		– Sell
-25
Closed -$1.28K – 742
2021
Q2 		$1.28K Buy
+25
New +$1.28K ﹤0.01% 727

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

Caldwell Trust's ISTB Position: Q2 2026 in Review

Caldwell Trust sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 420 shares — an estimated $20.4K sold.

Caldwell Trust first reported a position in ISTB in Q2 2021 and held it in 3 quarters. The position peaked at $20.5K in Q4 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Caldwell Trust reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 420 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $20.4K.
  • Caldwell Trust first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 3 quarters.
  • Caldwell Trust's iShares Core 1-5 Year USD Bond ETF position peaked at $20.5K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.