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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
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

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return