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

Chatterton & 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 		$2.16M Sell
45,018
-1,701
-4% -$82.2K 1.27% 26
2026
Q1 		$2.26M Buy
46,719
+2,383
+5% +$116K 1.59% 25
2025
Q4 		$2.16M Buy
+44,336
New +$2.16M 1.85% 18

Other funds holding ISTB

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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Chatterton & Associates reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.6% in Q2 2026, selling an estimated $82.2K and leaving 45,018 shares worth $2.16M. The position accounts for 1.27% of the portfolio, ranked #26.

Chatterton & Associates first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2026. 241 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Chatterton & Associates held 45,018 shares of iShares Core 1-5 Year USD Bond ETF worth $2.16M as of Q2 2026.
  • Chatterton & Associates sold 1,701 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $82.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.27% of Chatterton & Associates's portfolio in Q2 2026, its #26 holding.
  • Chatterton & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $2.26M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.