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Calton & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Calton & 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 		$481K Sell
9,965
-295
-3% -$14.2K 0.07% 237
2026
Q1 		$497K Buy
10,260
+866
+9% +$42.2K 0.07% 241
2025
Q4 		$458K Buy
+9,394
New +$458K 0.07% 258
2022
Q2 		– Sell
-5,328
Closed -$258K – 299
2022
Q1 		$258K Buy
+5,328
New +$263K 0.08% 284
2020
Q4 		– Sell
-4,077
Closed -$210K – 395
2020
Q3 		$210K Sell
4,077
-132
-3% -$6.81K 0.04% 309
2020
Q2 		$217K Buy
+4,209
New +$215K 0.05% 284

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

Calton & Associates's ISTB Position: Q2 2026 in Review

Calton & Associates reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.9% in Q2 2026, selling an estimated $14.2K and leaving 9,965 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #237.

Calton & Associates first reported a position in ISTB in Q2 2020 and has held it in 6 quarters since. The position peaked at $497K in Q1 2026. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Calton & Associates held 9,965 shares of iShares Core 1-5 Year USD Bond ETF worth $481K as of Q2 2026.
  • Calton & Associates sold 295 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.07% of Calton & Associates's portfolio in Q2 2026, its #237 holding.
  • Calton & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 6 quarters since.
  • Calton & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $497K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.