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

IEQ Capital’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	-11,042	Closed	-$538K	–	1989
2025 Q4	$538K	Buy	11,042 +1	+0%	+$49	﹤0.01%	1298
2025 Q3	$539K	Buy	11,041 +41	+0.4%	+$1.99K	﹤0.01%	1258
2025 Q2	$535K	Hold	11,000	–	–	﹤0.01%	1132
2025 Q1	$532K	Buy	+11,000	New	+$528K	﹤0.01%	951
2023 Q4	–	Sell	-12,323	Closed	-$572K	–	966
2023 Q3	$572K	Hold	12,323	–	–	0.01%	527
2023 Q2	$575K	Hold	12,323	–	–	0.01%	521
2023 Q1	$581K	Buy	12,323 +2,340	+23%	+$110K	0.01%	531
2022 Q4	$464K	Buy	+9,983	New	+$462K	0.01%	540

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

IEQ Capital's ISTB Position: Q1 2026 in Review

IEQ Capital sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 11,042 shares — an estimated $538K sold.

IEQ Capital first reported a position in ISTB in Q4 2022 and held it in 8 quarters. The position peaked at $581K in Q1 2023. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

IEQ Capital reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 11,042 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $538K.
IEQ Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 8 quarters.
IEQ Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $581K in Q1 2023.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.