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Donor Advised Charitable Giving’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Donor Advised Charitable Giving’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 		$325K Buy
6,738
+1,030
+18% +$49.7K 0.01% 28
2026
Q1 		$277K Buy
5,708
+1,020
+22% +$49.7K 0.01% 28
2025
Q4 		$229K Hold
4,688
– – 0.01% 39
2025
Q3 		$229K Sell
4,688
-10,395
-69% -$506K ﹤0.01% 38
2025
Q2 		$734K Hold
15,083
– – 0.02% 28
2025
Q1 		$729K Buy
15,083
+7,258
+93% +$348K 0.02% 27
2024
Q4 		$374K Buy
+7,825
New +$376K 0.01% 33

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

Donor Advised Charitable Giving's ISTB Position: Q2 2026 in Review

Donor Advised Charitable Giving increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 18% in Q2 2026, buying an estimated $49.7K and bringing the position to 6,738 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #28.

Donor Advised Charitable Giving first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $734K in Q2 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Donor Advised Charitable Giving held 6,738 shares of iShares Core 1-5 Year USD Bond ETF worth $325K as of Q2 2026.
  • Donor Advised Charitable Giving bought 1,030 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $49.7K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #28 holding.
  • Donor Advised Charitable Giving first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Donor Advised Charitable Giving's iShares Core 1-5 Year USD Bond ETF position peaked at $734K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.