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Charter Oak Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Charter Oak Capital Management’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 		$1.25M Sell
25,797
-5,070
-16% -$247K 0.1% 71
2025
Q4 		$1.5M Sell
30,867
-6,398
-17% -$312K 0.11% 64
2025
Q3 		$1.82M Buy
37,265
+65
+0.2% +$3.16K 0.14% 50
2025
Q2 		$1.81M Buy
37,200
+58
+0.2% +$2.8K 0.15% 45
2025
Q1 		$1.8M Sell
37,142
-2,822
-7% -$135K 0.16% 44
2024
Q4 		$1.91M Sell
39,964
-1,715
-4% -$82.3K 0.18% 44
2024
Q3 		$2.03M Buy
41,679
+562
+1% +$27.1K 0.19% 42
2024
Q2 		$1.95M Sell
41,117
-4,392
-10% -$207K 0.2% 39
2024
Q1 		$2.16M Sell
45,509
-484
-1% -$22.9K 0.23% 40
2023
Q4 		$2.19M Sell
45,993
-7,959
-15% -$372K 0.26% 39
2023
Q3 		$2.5M Sell
53,952
-7,540
-12% -$351K 0.33% 32
2023
Q2 		$2.87M Sell
61,492
-2,247
-4% -$106K 0.37% 34
2023
Q1 		$3.01M Sell
63,739
-1,632
-2% -$76.4K 0.42% 34
2022
Q4 		$3.04M Sell
65,371
-8,781
-12% -$406K 0.45% 33
2022
Q3 		$3.42M Sell
74,152
-13,287
-15% -$627K 0.55% 30
2022
Q2 		$4.14M Sell
87,439
-5,233
-6% -$250K 0.57% 26
2022
Q1 		$4.49M Buy
92,672
+6,109
+7% +$302K 0.55% 27
2021
Q4 		$4.37M Buy
86,563
+6,386
+8% +$323K 0.51% 29
2021
Q3 		$4.09M Buy
80,177
+6,153
+8% +$315K 0.51% 31
2021
Q2 		$3.8M Buy
74,024
+5,726
+8% +$294K 0.49% 31
2021
Q1 		$3.5M Buy
68,298
+2,503
+4% +$129K 0.49% 31
2020
Q4 		$3.4M Buy
+65,795
New +$3.39M 0.52% 28

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
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Charter Oak Capital Management's ISTB Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 16% in Q1 2026, selling an estimated $247K and leaving 25,797 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #71.

Charter Oak Capital Management first reported a position in ISTB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.49M in Q1 2022. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Charter Oak Capital Management held 25,797 shares of iShares Core 1-5 Year USD Bond ETF worth $1.25M as of Q1 2026.
  • Charter Oak Capital Management sold 5,070 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $247K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.1% of Charter Oak Capital Management's portfolio in Q1 2026, its #71 holding.
  • Charter Oak Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $4.49M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.