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

CreativeOne 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 		– Sell
-11,560
Closed -$564K – 1223
2025
Q4 		$564K Sell
11,560
-78
-0.7% -$3.81K 0.01% 749
2025
Q3 		$568K Buy
11,638
+1,160
+11% +$56.4K 0.01% 727
2025
Q2 		$510K Buy
+10,478
New +$506K 0.01% 734

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 $1.16B AUM 19.22% 1-Year Est. Return

CreativeOne Wealth's ISTB Position: Q1 2026 in Review

CreativeOne Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 11,560 shares — an estimated $564K sold.

CreativeOne Wealth first reported a position in ISTB in Q2 2025 and held it in 3 quarters. The position peaked at $568K in Q3 2025. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • CreativeOne Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 11,560 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $564K.
  • CreativeOne Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • CreativeOne Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $568K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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