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

Capital Insight Partners’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 		– Sell
-267,939
Closed -$13.1M – 53
2025
Q4 		$13.1M Sell
267,939
-26,525
-9% -$1.29M 2.76% 10
2025
Q3 		$14.4M Sell
294,464
-3,949
-1% -$192K 2.38% 11
2025
Q2 		$14.5M Sell
298,413
-22,313
-7% -$1.08M 2.52% 7
2025
Q1 		$15.5M Buy
320,726
+2,200
+0.7% +$106K 2.71% 7
2024
Q4 		$15.2M Buy
318,526
+9,501
+3% +$456K 2.63% 7
2024
Q3 		$15M Buy
309,025
+3,481
+1% +$168K 2.63% 7
2024
Q2 		$14.5M Sell
305,544
-2,518
-0.8% -$119K 2.73% 6
2024
Q1 		$14.6M Buy
308,062
+7,837
+3% +$372K 2.73% 6
2023
Q4 		$14.3M Buy
300,225
+5,442
+2% +$254K 2.92% 5
2023
Q3 		$13.7M Buy
294,783
+280
+0.1% +$13K 3.11% 5
2023
Q2 		$13.7M Sell
294,503
-191,194
-39% -$8.98M 3.07% 5
2023
Q1 		$22.9M Sell
485,697
-136,613
-22% -$6.4M 5.38% 2
2022
Q4 		$28.9M Sell
622,310
-38,981
-6% -$1.8M 7.49% 1
2022
Q3 		$30.5M Buy
661,291
+6,310
+1% +$298K 8.21% 1
2022
Q2 		$31M Buy
654,981
+24,126
+4% +$1.15M 7.25% 1
2022
Q1 		$30.6M Buy
630,855
+6,945
+1% +$343K 6.24% 1
2021
Q4 		$31.5M Buy
623,910
+92,451
+17% +$4.68M 6.4% 1
2021
Q3 		$27.1M Buy
531,459
+83,986
+19% +$4.3M 5.9% 1
2021
Q2 		$23M Buy
447,473
+46,162
+12% +$2.37M 5.18% 1
2021
Q1 		$20.6M Buy
401,311
+1,572
+0.4% +$80.9K 5% 1
2020
Q4 		$20.6M Buy
399,739
+49,909
+14% +$2.57M 5.2% 1
2020
Q3 		$18M Buy
349,830
+4,279
+1% +$221K 5.07% 1
2020
Q2 		$17.8M Sell
345,551
-29,550
-8% -$1.51M 5.61% 1
2020
Q1 		$18.9M Sell
375,101
-84,929
-18% -$4.29M 10.01% 1
2019
Q4 		$23.2M Buy
+460,030
New +$23.2M 10.65% 1

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 $1.17B AUM 20.72% 1-Year Est. Return

Capital Insight Partners's ISTB Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 267,939 shares — an estimated $13.1M sold.

Capital Insight Partners first reported a position in ISTB in Q4 2019 and held it in 25 quarters. The position peaked at $31.5M in Q4 2021. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 267,939 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $13.1M.
  • Capital Insight Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $31.5M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.