CMP
ISTB icon

Courage Miller Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Courage Miller Partners’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 		$28.7M Buy
594,284
+24,408
+4% +$1.18M 7.57% 3
2026
Q1 		$27.6M Buy
569,876
+17,826
+3% +$868K 7.8% 3
2025
Q4 		$26.9M Buy
552,050
+2,042
+0.4% +$99.6K 8.1% 3
2025
Q3 		$26.9M Buy
550,008
+40,216
+8% +$1.96M 8.05% 3
2025
Q2 		$24.8M Sell
509,792
-10,403
-2% -$502K 7.86% 3
2025
Q1 		$25.2M Buy
520,195
+1,539
+0.3% +$73.9K 8.52% 3
2024
Q4 		$24.8M Buy
518,656
+14,359
+3% +$689K 8.48% 2
2024
Q3 		$24.5M Buy
504,297
+22,487
+5% +$1.08M 8.25% 3
2024
Q2 		$22.8M Sell
481,810
-579
-0.1% -$27.3K 8.21% 3
2024
Q1 		$22.9M Buy
482,389
+4,284
+0.9% +$203K 7.91% 3
2023
Q4 		$22.7M Sell
478,105
-27,892
-6% -$1.3M 8.6% 3
2023
Q3 		$23.5M Buy
505,997
+32,648
+7% +$1.52M 9.62% 2
2023
Q2 		$22.1M Sell
473,349
-762
-0.2% -$35.8K 9.2% 2
2023
Q1 		$22.4M Buy
474,111
+29,080
+7% +$1.36M 9.46% 2
2022
Q4 		$20.7M Sell
445,031
-11,215
-2% -$519K 9.52% 2
2022
Q3 		$21M Sell
456,246
-5,244
-1% -$247K 10.6% 2
2022
Q2 		$21.9M Sell
461,490
-467
-0.1% -$22.3K 10.39% 2
2022
Q1 		$22.4M Buy
461,957
+8,471
+2% +$418K 8.89% 3
2021
Q4 		$22.9M Buy
453,486
+42,838
+10% +$2.17M 8.65% 2
2021
Q3 		$21M Buy
410,648
+53,386
+15% +$2.74M 8.43% 3
2021
Q2 		$18.3M Buy
357,262
+28,340
+9% +$1.45M 7.49% 3
2021
Q1 		$16.9M Buy
328,922
+16,167
+5% +$832K 7.33% 3
2020
Q4 		$16.2M Buy
312,755
+26,193
+9% +$1.35M 7.42% 3
2020
Q3 		$14.7M Buy
286,562
+1
+0% +$52 7.93% 3
2020
Q2 		$14.7M Sell
286,561
-3,787
-1% -$193K 7.93% 3
2020
Q1 		$14.7M Buy
290,348
+10,555
+4% +$533K 9.02% 2
2019
Q4 		$14.1M Buy
279,793
+11,797
+4% +$594K 7.25% 3
2019
Q3 		$13.5M Buy
267,996
+13,065
+5% +$659K 7.46% 3
2019
Q2 		$12.9M Buy
+254,931
New +$12.7M 7.06% 3

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

Courage Miller Partners's ISTB Position: Q2 2026 in Review

Courage Miller Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.3% in Q2 2026, buying an estimated $1.18M and bringing the position to 594,284 shares worth $28.7M. The position accounts for 7.57% of the portfolio, ranked #3.

Courage Miller Partners first reported a position in ISTB in Q2 2019 and has held it in 29 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Courage Miller Partners held 594,284 shares of iShares Core 1-5 Year USD Bond ETF worth $28.7M as of Q2 2026.
  • Courage Miller Partners bought 24,408 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Core 1-5 Year USD Bond ETF made up 7.57% of Courage Miller Partners's portfolio in Q2 2026, its #3 holding.
  • Courage Miller Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.