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

Gilbert Capital 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 		$6.32M Sell
131,010
-15,566
-11% -$752K 4.43% 4
2026
Q1 		$7.1M Sell
146,576
-1,599
-1% -$77.9K 5.49% 6
2025
Q4 		$7.22M Buy
148,175
+6,262
+4% +$306K 5.43% 4
2025
Q3 		$6.93M Buy
141,913
+3,192
+2% +$155K 5.36% 5
2025
Q2 		$6.75M Buy
+138,721
New +$6.69M 5.59% 4

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

Gilbert Capital Group's ISTB Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2026, selling an estimated $752K and leaving 131,010 shares worth $6.32M. The position accounts for 4.43% of the portfolio, ranked #4.

Gilbert Capital Group first reported a position in ISTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.22M in Q4 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Gilbert Capital Group held 131,010 shares of iShares Core 1-5 Year USD Bond ETF worth $6.32M as of Q2 2026.
  • Gilbert Capital Group sold 15,566 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $752K.
  • iShares Core 1-5 Year USD Bond ETF made up 4.43% of Gilbert Capital Group's portfolio in Q2 2026, its #4 holding.
  • Gilbert Capital Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's iShares Core 1-5 Year USD Bond ETF position peaked at $7.22M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.