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

Per Stirling 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	$1.5M	Buy	31,096 +1,198	+4%	+$57.9K	0.14%	124
2026 Q1	$1.45M	Buy	29,898 +1,000	+3%	+$48.7K	0.16%	117
2025 Q4	$1.41M	Buy	28,898 +5,400	+23%	+$264K	0.16%	100
2025 Q3	$1.15M	Sell	23,498 -160	-0.7%	-$7.78K	0.14%	110
2025 Q2	$1.15M	Hold	23,658	–	–	0.15%	104
2025 Q1	$1.14M	Hold	23,658	–	–	0.16%	107
2024 Q4	$1.13M	Sell	23,658 -1,000	-4%	-$48K	0.16%	98
2024 Q3	$1.2M	Buy	24,658 +2,500	+11%	+$120K	0.17%	99
2024 Q2	$1.05M	Hold	22,158	–	–	0.17%	93
2024 Q1	$1.05M	Hold	22,158	–	–	0.18%	85
2023 Q4	$1.05M	Hold	22,158	–	–	0.19%	82
2023 Q3	$1.03M	Hold	22,158	–	–	0.21%	74
2023 Q2	$1.03M	Hold	22,158	–	–	0.21%	76
2023 Q1	$1.04M	Sell	22,158 -4,500	-17%	-$211K	0.23%	67
2022 Q4	$1.24M	Buy	+26,658	New	+$1.23M	0.23%	64

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Per Stirling Capital Management's ISTB Position: Q2 2026 in Review

Per Stirling Capital Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4% in Q2 2026, buying an estimated $57.9K and bringing the position to 31,096 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #124.

Per Stirling Capital Management first reported a position in ISTB in Q4 2022 and has held it in 15 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Per Stirling Capital Management held 31,096 shares of iShares Core 1-5 Year USD Bond ETF worth $1.5M as of Q2 2026.
Per Stirling Capital Management bought 1,198 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $57.9K.
iShares Core 1-5 Year USD Bond ETF made up 0.14% of Per Stirling Capital Management's portfolio in Q2 2026, its #124 holding.
Per Stirling Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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