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

Millstone Evans 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 		– Sell
-16
Closed -$775 – 896
2026
Q1 		$775 Hold
16
– – ﹤0.01% 814
2025
Q4 		$780 Hold
16
– – ﹤0.01% 821
2025
Q3 		$781 Hold
16
– – ﹤0.01% 802
2025
Q2 		$778 Hold
16
– – ﹤0.01% 726
2025
Q1 		$774 Hold
16
– – ﹤0.01% 753
2024
Q4 		$764 Buy
+16
New +$768 ﹤0.01% 694

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

Millstone Evans Group's ISTB Position: Q2 2026 in Review

Millstone Evans Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 16 shares — an estimated $775 sold.

Millstone Evans Group first reported a position in ISTB in Q4 2024 and held it in 6 quarters. The position peaked at $781 in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Millstone Evans Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Millstone Evans Group sold 16 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $775.
  • Millstone Evans Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 6 quarters.
  • Millstone Evans Group's iShares Core 1-5 Year USD Bond ETF position peaked at $781 in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.