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

Rockbridge Investment 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 		$1.71M Buy
35,375
+304
+0.9% +$14.8K 0.15% 46
2025
Q4 		$1.71M Sell
35,071
-5,020
-13% -$245K 0.16% 45
2025
Q3 		$1.96M Buy
40,091
+396
+1% +$19.3K 0.19% 43
2025
Q2 		$1.93M Sell
39,695
-949
-2% -$45.8K 0.21% 40
2025
Q1 		$1.97M Sell
40,644
-1,865
-4% -$89.5K 0.23% 36
2024
Q4 		$2.03M Sell
42,509
-1,880
-4% -$90.2K 0.26% 36
2024
Q3 		$2.16M Sell
44,389
-6,791
-13% -$327K 0.28% 38
2024
Q2 		$2.42M Buy
51,180
+68
+0.1% +$3.21K 0.34% 34
2024
Q1 		$2.42M Buy
51,112
+2,206
+5% +$105K 0.36% 34
2023
Q4 		$2.33M Sell
48,906
-1,264
-3% -$59K 0.36% 34
2023
Q3 		$2.33M Sell
50,170
-5,951
-11% -$277K 0.41% 33
2023
Q2 		$2.62M Sell
56,121
-2,039
-4% -$95.8K 0.46% 31
2023
Q1 		$2.74M Sell
58,160
-1,986
-3% -$93K 0.51% 31
2022
Q4 		$2.79M Buy
60,146
+2,953
+5% +$137K 0.57% 30
2022
Q3 		$2.64M Sell
57,193
-4,597
-7% -$217K 0.62% 30
2022
Q2 		$2.93M Sell
61,790
-30,308
-33% -$1.45M 0.64% 28
2022
Q1 		$4.44M Buy
92,098
+11,641
+14% +$575K 0.68% 29
2021
Q4 		$4.06M Sell
80,457
-9,258
-10% -$469K 0.6% 31
2021
Q3 		$4.58M Buy
89,715
+11,017
+14% +$565K 0.76% 27
2021
Q2 		$4.04M Buy
78,698
+16,813
+27% +$863K 0.68% 28
2021
Q1 		$3.17M Buy
61,885
+18,525
+43% +$954K 0.6% 30
2020
Q4 		$2.24M Buy
43,360
+34,314
+379% +$1.77M 0.46% 35
2020
Q3 		$466K Buy
9,046
+3,039
+51% +$157K 0.11% 87
2020
Q2 		$309K Buy
+6,007
New +$307K 0.08% 99

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.17B AUM 20.72% 1-Year Est. Return

Rockbridge Investment Management's ISTB Position: Q1 2026 in Review

Rockbridge Investment Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.87% in Q1 2026, buying an estimated $14.8K and bringing the position to 35,375 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #46.

Rockbridge Investment Management first reported a position in ISTB in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.58M in Q3 2021. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Rockbridge Investment Management held 35,375 shares of iShares Core 1-5 Year USD Bond ETF worth $1.71M as of Q1 2026.
  • Rockbridge Investment Management bought 304 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $14.8K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.15% of Rockbridge Investment Management's portfolio in Q1 2026, its #46 holding.
  • Rockbridge Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $4.58M in Q3 2021.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.