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

Cranbrook Wealth Management’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 		$5.63M Sell
116,120
-30,978
-21% -$1.51M 1.14% 22
2025
Q4 		$7.17M Sell
147,098
-4,000
-3% -$195K 1.41% 19
2025
Q3 		$7.38M Sell
151,098
-3,459
-2% -$168K 1.48% 16
2025
Q2 		$7.52M Sell
154,557
-7,641
-5% -$369K 1.6% 16
2025
Q1 		$7.84M Sell
162,198
-4,344
-3% -$209K 1.82% 14
2024
Q4 		$7.96M Sell
166,542
-6,245
-4% -$300K 1.84% 12
2024
Q3 		$8.41M Sell
172,787
-4,812
-3% -$232K 1.92% 13
2024
Q2 		$8.41M Buy
177,599
+2,628
+2% +$124K 2.07% 13
2024
Q1 		$8.3M Buy
174,971
+4,027
+2% +$191K 2.1% 13
2023
Q4 		$8.13M Sell
170,944
-11,704
-6% -$546K 2.17% 13
2023
Q3 		$8.47M Buy
182,648
+6,774
+4% +$315K 2.5% 8
2023
Q2 		$8.2M Buy
175,874
+8,190
+5% +$385K 2.29% 11
2023
Q1 		$7.91M Sell
167,684
-9,801
-6% -$459K 2.25% 13
2022
Q4 		$8.24M Sell
177,485
-45,598
-20% -$2.11M 2.25% 13
2022
Q3 		$10.3M Sell
223,083
-7,671
-3% -$362K 2.66% 9
2022
Q2 		$10.9M Sell
230,754
-13,720
-6% -$655K 2.73% 9
2022
Q1 		$11.8M Buy
244,474
+12,313
+5% +$608K 2.58% 10
2021
Q4 		$11.7M Buy
232,161
+27,137
+13% +$1.37M 2.49% 10
2021
Q3 		$10.5M Buy
205,024
+13,930
+7% +$714K 2.37% 10
2021
Q2 		$9.8M Buy
191,094
+22,367
+13% +$1.15M 2.24% 12
2021
Q1 		$8.65M Buy
168,727
+32,691
+24% +$1.68M 2.09% 13
2020
Q4 		$7.03M Buy
136,036
+9,646
+8% +$497K 1.8% 16
2020
Q3 		$6.51M Buy
126,390
+9,406
+8% +$485K 1.88% 17
2020
Q2 		$6.02M Buy
116,984
+5,649
+5% +$289K 1.81% 17
2020
Q1 		$5.62M Sell
111,335
-996
-0.9% -$50.3K 1.91% 17
2019
Q4 		$5.66M Buy
112,331
+3,000
+3% +$151K 1.56% 22
2019
Q3 		$5.52M Buy
109,331
+4,805
+5% +$242K 1.59% 22
2019
Q2 		$5.27M Buy
104,526
+11,919
+13% +$595K 1.52% 23
2019
Q1 		$4.62M Buy
92,607
+3,791
+4% +$187K 1.44% 25
2018
Q4 		$4.36M Buy
88,816
+10,305
+13% +$503K 1.53% 25
2018
Q3 		$3.85M Buy
78,511
+20,905
+36% +$1.02M 1.35% 27
2018
Q2 		$2.83M Buy
57,606
+7,691
+15% +$377K 1.09% 31
2018
Q1 		$2.46M Buy
49,915
+26,896
+117% +$1.33M 0.97% 32
2017
Q4 		$1.15M Buy
23,019
+21,974
+2,103% +$1.1M 0.45% 42
2017
Q3 		$53K Buy
+1,045
New +$52.6K 0.02% 112

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cranbrook Wealth Management's ISTB Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 21% in Q1 2026, selling an estimated $1.51M and leaving 116,120 shares worth $5.63M. The position accounts for 1.14% of the portfolio, ranked #22.

Cranbrook Wealth Management first reported a position in ISTB in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.8M in Q1 2022. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Cranbrook Wealth Management held 116,120 shares of iShares Core 1-5 Year USD Bond ETF worth $5.63M as of Q1 2026.
  • Cranbrook Wealth Management sold 30,978 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Core 1-5 Year USD Bond ETF made up 1.14% of Cranbrook Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Cranbrook Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • Cranbrook Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $11.8M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.