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

MAI Capital 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
Q2 		$992K Sell
20,558
-66
-0.3% -$3.19K ﹤0.01% 977
2026
Q1 		$999K Buy
20,624
+2,004
+11% +$97.6K 0.01% 773
2025
Q4 		$908K Buy
18,620
+2,498
+15% +$122K 0.01% 768
2025
Q3 		$787K Buy
16,122
+2,220
+16% +$108K ﹤0.01% 781
2025
Q2 		$676K Buy
13,902
+352
+3% +$17K ﹤0.01% 760
2025
Q1 		$655K Buy
13,550
+804
+6% +$38.6K ﹤0.01% 735
2024
Q4 		$609K Buy
+12,746
New +$612K ﹤0.01% 780

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

MAI Capital Management's ISTB Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.32% in Q2 2026, selling an estimated $3.19K and leaving 20,558 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

MAI Capital Management first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $999K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • MAI Capital Management held 20,558 shares of iShares Core 1-5 Year USD Bond ETF worth $992K as of Q2 2026.
  • MAI Capital Management sold 66 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.19K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #977 holding.
  • MAI Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $999K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.