Corient Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Corient Private Wealth’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 Q1	$466K	Buy	+9,623	New	+$469K	﹤0.01%	2069
2025 Q3	–	Sell	-5,368	Closed	-$261K	–	2625
2025 Q2	$261K	Buy	+5,368	New	+$259K	﹤0.01%	2073
2024 Q4	–	Sell	-66,507	Closed	-$3.24M	–	2434
2024 Q3	$3.24M	Sell	66,507 -69,573	-51%	-$3.35M	0.01%	900
2024 Q2	$6.46M	Sell	136,080 -9,324	-6%	-$440K	0.01%	634
2024 Q1	$6.9M	Sell	145,404 -1,193	-0.8%	-$56.6K	0.01%	621
2023 Q4	$6.97M	Buy	+146,597	New	+$6.84M	0.01%	613

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Corient Private Wealth's ISTB Position: Q1 2026 in Review

Corient Private Wealth opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026: 9,623 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #2069 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in ISTB as recently as Q2 2025.

Corient Private Wealth first reported a position in ISTB in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.97M in Q4 2023. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Corient Private Wealth held 9,623 shares of iShares Core 1-5 Year USD Bond ETF worth $466K as of Q1 2026.
iShares Core 1-5 Year USD Bond ETF was a new Corient Private Wealth position in Q1 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2069 holding.
Corient Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
Corient Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $6.97M in Q4 2023.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.