Envestnet Portfolio Solutions
ISTB icon

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

Envestnet Portfolio Solutions’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
-14,961
Closed -$729K – 1400
2025
Q4 		$729K Buy
14,961
+6,415
+75% +$313K ﹤0.01% 893
2025
Q3 		$417K Buy
8,546
+814
+11% +$39.6K ﹤0.01% 1095
2025
Q2 		$376K Buy
7,732
+1,067
+16% +$51.5K ﹤0.01% 1240
2025
Q1 		$322K Sell
6,665
-19,560
-75% -$939K ﹤0.01% 1250
2024
Q4 		$1.25M Buy
26,225
+6,282
+31% +$302K ﹤0.01% 832
2024
Q3 		$971K Sell
19,943
-1,173
-6% -$56.5K ﹤0.01% 907
2024
Q2 		$1M Sell
21,116
-4,155
-16% -$196K ﹤0.01% 858
2024
Q1 		$1.2M Sell
25,271
-40,950
-62% -$1.94M ﹤0.01% 795
2023
Q4 		$3.15M Buy
66,221
+26,713
+68% +$1.25M 0.01% 463
2023
Q3 		$1.83M Buy
+39,508
New +$1.84M 0.01% 563

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
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Envestnet Portfolio Solutions's ISTB Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 14,961 shares — an estimated $729K sold.

Envestnet Portfolio Solutions first reported a position in ISTB in Q3 2023 and held it in 10 quarters. The position peaked at $3.15M in Q4 2023. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,961 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $729K.
  • Envestnet Portfolio Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $3.15M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.