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

CoreCap 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	$7.78K	Hold	161	–	–	﹤0.01%	2158
2026 Q1	$7.81K	Sell	161 -45	-22%	-$2.19K	﹤0.01%	2039
2025 Q4	$10.1K	Sell	206 -515	-71%	-$25.1K	﹤0.01%	1957
2025 Q3	$35.2K	Buy	721 +458	+174%	+$22.3K	﹤0.01%	1458
2025 Q2	$12.8K	Buy	263 +103	+64%	+$4.97K	﹤0.01%	1769
2025 Q1	$7.74K	Sell	160 -149	-48%	-$7.15K	﹤0.01%	1929
2024 Q4	$14.8K	Sell	309 -18	-6%	-$864	﹤0.01%	1631
2024 Q3	$15.9K	Sell	327 -591	-64%	-$28.4K	﹤0.01%	1634
2024 Q2	$43.5K	Sell	918 -14	-2%	-$660	﹤0.01%	696
2024 Q1	$44.2K	Buy	+932	New	+$44.2K	﹤0.01%	1163
2022 Q4	$192K	Sell	4,128 -368	-8%	-$17K	0.01%	545
2022 Q3	$207K	Sell	4,496 -91	-2%	-$4.29K	0.02%	484
2022 Q2	$217K	Sell	4,587 -388	-8%	-$18.5K	0.02%	493
2022 Q1	$241K	Buy	4,975 +2,024	+69%	+$100K	0.02%	461
2021 Q4	$149K	Buy	+2,951	New	+$149K	0.01%	618

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

CoreCap Advisors's ISTB Position: Q2 2026 in Review

CoreCap Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 161 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

CoreCap Advisors first reported a position in ISTB in Q4 2021 and has held it in 15 quarters since. The position peaked at $241K in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

CoreCap Advisors held 161 shares of iShares Core 1-5 Year USD Bond ETF worth $7.78K as of Q2 2026.
CoreCap Advisors 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 CoreCap Advisors's portfolio in Q2 2026, its #2158 holding.
CoreCap Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $241K in Q1 2022.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.