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Optas LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Optas LLC’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
-6,760
Closed -$328K – 524
2026
Q1 		$328K Buy
+6,760
New +$329K 0.05% 281
2023
Q2 		– Sell
-93,946
Closed -$4.43M – 166
2023
Q1 		$4.43M Buy
+93,946
New +$4.4M 1.58% 15

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

Optas LLC's ISTB Position: Q2 2026 in Review

Optas LLC sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 6,760 shares — an estimated $328K sold.

Optas LLC first reported a position in ISTB in Q1 2023 and held it in 2 quarters. The position peaked at $4.43M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Optas LLC reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Optas LLC sold 6,760 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $328K.
  • Optas LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 2 quarters.
  • Optas LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $4.43M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.