Envestnet Asset Management
ISTB icon

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

Envestnet Asset 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 		$27M Buy
557,462
+43,859
+9% +$2.14M 0.01% 1140
2025
Q4 		$25M Sell
513,603
-21,037
-4% -$1.03M 0.01% 1081
2025
Q3 		$26.1M Sell
534,640
-36,498
-6% -$1.78M 0.01% 1111
2025
Q2 		$27.8M Sell
571,138
-3,616
-0.6% -$175K 0.01% 1048
2025
Q1 		$27.8M Sell
574,754
-22,886
-4% -$1.1M 0.01% 986
2024
Q4 		$28.5M Buy
597,640
+18,171
+3% +$872K 0.01% 975
2024
Q3 		$28.2M Buy
579,469
+15,095
+3% +$727K 0.01% 989
2024
Q2 		$26.7M Sell
564,374
-90,541
-14% -$4.27M 0.01% 960
2024
Q1 		$31.1M Sell
654,915
-67,568
-9% -$3.2M 0.01% 869
2023
Q4 		$34.4M Buy
722,483
+98,302
+16% +$4.59M 0.01% 764
2023
Q3 		$28.9M Sell
624,181
-61,485
-9% -$2.86M 0.01% 794
2023
Q2 		$32M Buy
685,666
+11,660
+2% +$548K 0.01% 697
2023
Q1 		$31.8M Sell
674,006
-145,160
-18% -$6.8M 0.02% 658
2022
Q4 		$38M Buy
819,166
+80,806
+11% +$3.74M 0.02% 558
2022
Q3 		$34M Buy
738,360
+4,155
+0.6% +$196K 0.02% 558
2022
Q2 		$34.8M Sell
734,205
-89,764
-11% -$4.28M 0.02% 548
2022
Q1 		$39.9M Buy
823,969
+22,596
+3% +$1.12M 0.02% 558
2021
Q4 		$40.4M Sell
801,373
-76,353
-9% -$3.87M 0.02% 562
2021
Q3 		$44.8M Buy
877,726
+131,615
+18% +$6.74M 0.02% 494
2021
Q2 		$38.3M Buy
746,111
+56,278
+8% +$2.89M 0.02% 532
2021
Q1 		$35.4M Buy
689,833
+117,204
+20% +$6.03M 0.02% 512
2020
Q4 		$29.6M Buy
572,629
+63,615
+12% +$3.28M 0.02% 502
2020
Q3 		$26.2M Buy
509,014
+37,826
+8% +$1.95M 0.02% 465
2020
Q2 		$24.3M Buy
471,188
+52,488
+13% +$2.68M 0.02% 467
2020
Q1 		$21.1M Buy
418,700
+7,580
+2% +$382K 0.03% 435
2019
Q4 		$20.7M Buy
411,120
+24,995
+6% +$1.26M 0.02% 518
2019
Q3 		$19.5M Buy
386,125
+143,033
+59% +$7.21M 0.02% 507
2019
Q2 		$12.3M Sell
243,092
-60,790
-20% -$3.03M 0.02% 637
2019
Q1 		$15.2M Buy
303,882
+23,070
+8% +$1.14M 0.02% 533
2018
Q4 		$13.8M Buy
280,812
+110,266
+65% +$5.38M 0.02% 483
2018
Q3 		$8.36M Buy
170,546
+79,011
+86% +$3.87M 0.01% 340
2018
Q2 		$4.49M Buy
91,535
+8,513
+10% +$418K 0.01% 527
2018
Q1 		$4.07M Sell
83,022
-16,541
-17% -$818K 0.01% 457
2017
Q4 		$4.96M Buy
99,563
+95,031
+2,097% +$4.75M 0.01% 602
2017
Q3 		$227K Sell
4,532
-6,531
-59% -$328K ﹤0.01% 1776
2017
Q2 		$556K Buy
11,063
+35
+0.3% +$1.76K ﹤0.01% 1435
2017
Q1 		$553K Sell
11,028
-8,859
-45% -$444K ﹤0.01% 1468
2016
Q4 		$995K Sell
19,887
-5,014
-20% -$252K ﹤0.01% 1188
2016
Q3 		$1.26M Sell
24,901
-2,075,311
-99% -$105M ﹤0.01% 1146
2016
Q2 		$107M Buy
2,100,212
+228,562
+12% +$11.5M 0.43% 43
2016
Q1 		$94.2M Buy
1,871,650
+224,046
+14% +$11.2M 0.41% 48
2015
Q4 		$81.8M Buy
1,647,604
+146,864
+10% +$7.33M 0.37% 50
2015
Q3 		$75.3M Buy
1,500,740
+74,182
+5% +$3.72M 0.37% 50
2015
Q2 		$71.6M Buy
1,426,558
+201,440
+16% +$10.1M 0.34% 50
2015
Q1 		$61.8M Buy
1,225,118
+53,294
+5% +$2.68M 0.32% 62
2014
Q4 		$58.7M Buy
1,171,824
+874,164
+294% +$43.8M 0.6% 41
2014
Q3 		$14.9M Buy
297,660
+159,664
+116% +$8.01M 0.15% 129
2014
Q2 		$6.94M Buy
137,996
+82,722
+150% +$4.15M 0.07% 211
2014
Q1 		$2.77M Buy
+55,274
New +$2.77M 0.03% 273

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

Envestnet Asset Management's ISTB Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.5% in Q1 2026, buying an estimated $2.14M and bringing the position to 557,462 shares worth $27M. The position accounts for 0.01% of the portfolio, ranked #1140.

Envestnet Asset Management first reported a position in ISTB in Q1 2014 and has held it in 49 quarters since. The position peaked at $107M in Q2 2016. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Envestnet Asset Management held 557,462 shares of iShares Core 1-5 Year USD Bond ETF worth $27M as of Q1 2026.
  • Envestnet Asset Management bought 43,859 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $2.14M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1140 holding.
  • Envestnet Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Envestnet Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $107M in Q2 2016.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.