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 Q2	$466K	Buy	9,657 +34	+0.4%	+$1.64K	﹤0.01%	2272
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 $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

Corient Private Wealth's ISTB Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.35% in Q2 2026, buying an estimated $1.64K and bringing the position to 9,657 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Corient Private Wealth first reported a position in ISTB in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.97M in Q4 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Corient Private Wealth held 9,657 shares of iShares Core 1-5 Year USD Bond ETF worth $466K as of Q2 2026.
Corient Private Wealth bought 34 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.64K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2272 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 7 quarters since.
Corient Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $6.97M in Q4 2023.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.