Cerity Partners
ISTB icon

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

Cerity 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
-7,329
Closed -$357K – 3324
2025
Q4 		$357K Sell
7,329
-300
-4% -$14.6K ﹤0.01% 2301
2025
Q3 		$373K Sell
7,629
-2,267
-23% -$110K ﹤0.01% 2143
2025
Q2 		$481K Sell
9,896
-8,967
-48% -$433K ﹤0.01% 1882
2025
Q1 		$912K Sell
18,863
-10,115
-35% -$486K ﹤0.01% 1470
2024
Q4 		$1.38M Sell
28,978
-3,371
-10% -$162K ﹤0.01% 1269
2024
Q3 		$1.57M Sell
32,349
-540,439
-94% -$26M ﹤0.01% 1200
2024
Q2 		$27.1M Buy
572,788
+19,165
+3% +$904K 0.07% 234
2024
Q1 		$26.3M Buy
553,623
+78,930
+17% +$3.74M 0.07% 249
2023
Q4 		$22.6M Buy
474,693
+32,390
+7% +$1.51M 0.07% 225
2023
Q3 		$20.5M Buy
442,303
+21,597
+5% +$1.01M 0.1% 186
2023
Q2 		$19.6M Buy
420,706
+102,059
+32% +$4.8M 0.08% 230
2023
Q1 		$15.1M Buy
318,647
+85,854
+37% +$4.02M 0.04% 290
2022
Q4 		$10.8M Buy
232,793
+36,983
+19% +$1.71M 0.07% 250
2022
Q3 		$9.03M Buy
195,810
+6,481
+3% +$306K 0.11% 170
2022
Q2 		$8.97M Buy
+189,329
New +$9.04M 0.1% 181

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

Cerity Partners's ISTB Position: Q1 2026 in Review

Cerity Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 7,329 shares — an estimated $357K sold.

Cerity Partners first reported a position in ISTB in Q2 2022 and held it in 15 quarters. The position peaked at $27.1M in Q2 2024. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Cerity Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 7,329 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $357K.
  • Cerity Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 15 quarters.
  • Cerity Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $27.1M in Q2 2024.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.