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Cornerstone Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cornerstone Advisory’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 		– Sell
-4,605
Closed -$223K – 284
2026
Q1 		$223K Buy
+4,605
New +$224K 0.02% 241

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

Cornerstone Advisory's ISTB Position: Q2 2026 in Review

Cornerstone Advisory sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 4,605 shares — an estimated $223K sold.

Cornerstone Advisory first reported a position in ISTB in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Cornerstone Advisory reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 4,605 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $223K.
  • Cornerstone Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $223K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.