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Crestwood Advisors Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Crestwood Advisors Group’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 		$10.5M Buy
217,189
+16,124
+8% +$779K 0.16% 108
2026
Q1 		$9.74M Buy
201,065
+23,920
+14% +$1.17M 0.16% 108
2025
Q4 		$8.64M Buy
177,145
+60,321
+52% +$2.94M 0.14% 110
2025
Q3 		$5.71M Buy
116,824
+98,672
+544% +$4.8M 0.1% 129
2025
Q2 		$883K Buy
18,152
+6,276
+53% +$303K 0.02% 293
2025
Q1 		$574K Sell
11,876
-831
-7% -$39.9K 0.01% 326
2024
Q4 		$607K Sell
12,707
-2,200
-15% -$106K 0.01% 283
2024
Q3 		$726K Sell
14,907
-1,043
-7% -$50.2K 0.01% 255
2024
Q2 		$756K Buy
15,950
+883
+6% +$41.6K 0.02% 245
2024
Q1 		$715K Sell
15,067
-8,307
-36% -$394K 0.02% 241
2023
Q4 		$1.11M Buy
23,374
+8,163
+54% +$381K 0.03% 205
2023
Q3 		$705K Sell
15,211
-249
-2% -$11.6K 0.02% 222
2023
Q2 		$721K Sell
15,460
-21,061
-58% -$990K 0.02% 161
2023
Q1 		$1.72M Sell
36,521
-40,136
-52% -$1.88M 0.06% 116
2022
Q4 		$3.56M Sell
76,657
-43,885
-36% -$2.03M 0.12% 96
2022
Q3 		$5.56M Sell
120,542
-8,793
-7% -$415K 0.2% 82
2022
Q2 		$6.13M Sell
129,335
-157,667
-55% -$7.53M 0.21% 79
2022
Q1 		$13.9M Sell
287,002
-9,052
-3% -$447K 0.39% 67
2021
Q4 		$14.9M Sell
296,054
-14,650
-5% -$742K 0.39% 64
2021
Q3 		$15.9M Sell
310,704
-7,084
-2% -$363K 0.45% 64
2021
Q2 		$16.3M Sell
317,788
-8,668
-3% -$445K 0.47% 64
2021
Q1 		$16.7M Sell
326,456
-13,785
-4% -$710K 0.53% 60
2020
Q4 		$17.6M Buy
340,241
+69,034
+25% +$3.56M 0.58% 58
2020
Q3 		$14M Buy
271,207
+15,159
+6% +$782K 0.53% 60
2020
Q2 		$13.2M Buy
+256,048
New +$13.1M 0.53% 62

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

Crestwood Advisors Group's ISTB Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8% in Q2 2026, buying an estimated $779K and bringing the position to 217,189 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #108.

Crestwood Advisors Group first reported a position in ISTB in Q2 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q4 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Crestwood Advisors Group held 217,189 shares of iShares Core 1-5 Year USD Bond ETF worth $10.5M as of Q2 2026.
  • Crestwood Advisors Group bought 16,124 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $779K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.16% of Crestwood Advisors Group's portfolio in Q2 2026, its #108 holding.
  • Crestwood Advisors Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Crestwood Advisors Group's iShares Core 1-5 Year USD Bond ETF position peaked at $17.6M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.