Clearstead Trust’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Clearstead Trust’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	$3.91K	Hold	81	–	–	﹤0.01%	817
2026 Q1	$3.92K	Sell	81 -19	-19%	-$926	﹤0.01%	798
2025 Q4	$4.88K	Hold	100	–	–	﹤0.01%	766
2025 Q3	$4.88K	Sell	100 -63	-39%	-$3.06K	﹤0.01%	768
2025 Q2	$7.93K	Hold	163	–	–	﹤0.01%	641
2025 Q1	$7.88K	Hold	163	–	–	﹤0.01%	504
2024 Q4	$7.79K	Sell	163 -12	-7%	-$576	﹤0.01%	373
2024 Q3	$8.52K	Sell	175 -25	-13%	-$1.2K	﹤0.01%	353
2024 Q2	$9.47K	Hold	200	–	–	﹤0.01%	357
2024 Q1	$9.49K	Buy	+200	New	+$9.48K	﹤0.01%	354
2019 Q1	–	Sell	-40	Closed	-$2K	–	214
2018 Q4	$2K	Buy	+40	New	+$1.95K	﹤0.01%	209

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Clearstead Trust's ISTB Position: Q2 2026 in Review

Clearstead Trust held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 81 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Clearstead Trust first reported a position in ISTB in Q4 2018 and has held it in 11 quarters since. The position peaked at $9.49K in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Clearstead Trust held 81 shares of iShares Core 1-5 Year USD Bond ETF worth $3.91K as of Q2 2026.
Clearstead Trust left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #817 holding.
Clearstead Trust first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 11 quarters since.
Clearstead Trust's iShares Core 1-5 Year USD Bond ETF position peaked at $9.49K in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.