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

Colonial Trust Advisors’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 		$302K Sell
6,249
-304
-5% -$14.7K 0.02% 179
2026
Q1 		$318K Buy
6,553
+158
+2% +$7.7K 0.02% 172
2025
Q4 		$312K Sell
6,395
-532
-8% -$26K 0.02% 169
2025
Q3 		$338K Sell
6,927
-3,081
-31% -$150K 0.03% 168
2025
Q2 		$487K Sell
10,008
-1,434
-13% -$69.2K 0.04% 151
2025
Q1 		$553K Sell
11,442
-556
-5% -$26.7K 0.05% 138
2024
Q4 		$573K Sell
11,998
-632
-5% -$30.3K 0.05% 135
2024
Q3 		$615K Sell
12,630
-968
-7% -$46.6K 0.05% 134
2024
Q2 		$644K Sell
13,598
-61
-0.4% -$2.88K 0.06% 121
2024
Q1 		$648K Sell
13,659
-280
-2% -$13.3K 0.06% 122
2023
Q4 		$663K Sell
13,939
-89
-0.6% -$4.16K 0.07% 124
2023
Q3 		$651K Sell
14,028
-658
-4% -$30.6K 0.07% 123
2023
Q2 		$685K Buy
14,686
+631
+4% +$29.6K 0.08% 124
2023
Q1 		$663K Sell
14,055
-1,227
-8% -$57.4K 0.08% 130
2022
Q4 		$710K Sell
15,282
-797
-5% -$36.9K 0.09% 126
2022
Q3 		$741K Buy
+16,079
New +$759K 0.1% 118

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

Colonial Trust Advisors's ISTB Position: Q2 2026 in Review

Colonial Trust Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.6% in Q2 2026, selling an estimated $14.7K and leaving 6,249 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #179.

Colonial Trust Advisors first reported a position in ISTB in Q3 2022 and has held it in 16 quarters since. The position peaked at $741K in Q3 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Colonial Trust Advisors held 6,249 shares of iShares Core 1-5 Year USD Bond ETF worth $302K as of Q2 2026.
  • Colonial Trust Advisors sold 304 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $14.7K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Colonial Trust Advisors's portfolio in Q2 2026, its #179 holding.
  • Colonial Trust Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $741K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.