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

Capital Analysts LLC’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
Q1 		$9K Hold
187
– – ﹤0.01% 1273
2025
Q4 		$9K Hold
187
– – ﹤0.01% 1260
2025
Q3 		$9K Hold
187
– – ﹤0.01% 1225
2025
Q2 		$9K Hold
187
– – ﹤0.01% 1162
2025
Q1 		$9K Sell
187
-562
-75% -$27K ﹤0.01% 1139
2024
Q4 		$36K Hold
749
– – ﹤0.01% 818
2024
Q3 		$36K Hold
749
– – ﹤0.01% 791
2024
Q2 		$35K Buy
749
+326
+77% +$15.4K ﹤0.01% 773
2024
Q1 		$20K Hold
423
– – ﹤0.01% 821
2023
Q4 		$20K Sell
423
-1,460
-78% -$68.2K ﹤0.01% 808
2023
Q3 		$88K Buy
1,883
+230
+14% +$10.7K ﹤0.01% 507
2023
Q2 		$77K Sell
1,653
-1,820
-52% -$85.5K ﹤0.01% 514
2023
Q1 		$164K Sell
3,473
-227
-6% -$10.6K 0.01% 398
2022
Q4 		$172K Sell
3,700
-611
-14% -$28.3K 0.01% 414
2022
Q3 		$199K Sell
4,311
-1,647
-28% -$77.7K 0.01% 354
2022
Q2 		$282K Buy
5,958
+3,029
+103% +$145K 0.02% 309
2022
Q1 		$141K Sell
2,929
-207
-7% -$10.2K 0.01% 374
2021
Q4 		$158K Sell
3,136
-3,453
-52% -$175K 0.01% 372
2021
Q3 		$337K Buy
6,589
+639
+11% +$32.7K 0.02% 294
2021
Q2 		$305K Sell
5,950
-7,318
-55% -$376K 0.02% 296
2021
Q1 		$680K Buy
+13,268
New +$683K 0.05% 228
2020
Q2 		– Sell
-87
Closed -$4K – 717
2020
Q1 		$4K Buy
87
+32
+58% +$1.61K ﹤0.01% 599
2019
Q4 		$3K Buy
+55
New +$2.77K ﹤0.01% 649

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Capital Analysts LLC's ISTB Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2026 at 187 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Capital Analysts LLC first reported a position in ISTB in Q4 2019 and has held it in 23 quarters since. The position peaked at $680K in Q1 2021. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Capital Analysts LLC held 187 shares of iShares Core 1-5 Year USD Bond ETF worth $9K as of Q1 2026.
  • Capital Analysts LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1273 holding.
  • Capital Analysts LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Capital Analysts LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $680K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.