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

Coldstream 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
Q2 		$2.29M Sell
47,383
-24,996
-35% -$1.21M 0.03% 274
2026
Q1 		$3.51M Buy
72,379
+7,932
+12% +$386K 0.04% 176
2025
Q4 		$3.14M Buy
64,447
+6,054
+10% +$295K 0.04% 196
2025
Q3 		$2.85M Buy
58,393
+32,142
+122% +$1.56M 0.04% 219
2025
Q2 		$1.28M Buy
26,251
+20,068
+325% +$969K 0.02% 369
2025
Q1 		$299K Sell
6,183
-121
-2% -$5.81K 0.01% 810
2024
Q4 		$301K Sell
6,304
-421
-6% -$20.2K 0.01% 824
2024
Q3 		$327K Buy
6,725
+2,381
+55% +$115K 0.01% 797
2024
Q2 		$206K Sell
4,344
-6
-0.1% -$283 0.01% 929
2024
Q1 		$206K Buy
+4,350
New +$206K 0.01% 950
2018
Q2 		– Sell
-107,071
Closed -$5.28M – 324
2018
Q1 		$5.28M Buy
107,071
+8,464
+9% +$418K 0.57% 32
2017
Q4 		$4.91M Buy
98,607
+8,271
+9% +$413K 0.53% 33
2017
Q3 		$4.54M Sell
90,336
-9,764
-10% -$491K 0.53% 35
2017
Q2 		$5.03M Buy
100,100
+9,820
+11% +$493K 0.65% 32
2017
Q1 		$4.53M Buy
+90,280
New +$4.52M 0.63% 33

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
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

Coldstream Capital Management's ISTB Position: Q2 2026 in Review

Coldstream Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 35% in Q2 2026, selling an estimated $1.21M and leaving 47,383 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #274.

Coldstream Capital Management first reported a position in ISTB in Q1 2017 and has held it in 15 quarters since. The position peaked at $5.28M in Q1 2018. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Coldstream Capital Management held 47,383 shares of iShares Core 1-5 Year USD Bond ETF worth $2.29M as of Q2 2026.
  • Coldstream Capital Management sold 24,996 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #274 holding.
  • Coldstream Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and has held it in 15 quarters since.
  • Coldstream Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $5.28M in Q1 2018.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.