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

TD 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 		$2.07M Sell
42,999
-2,241
-5% -$108K 0.17% 61
2026
Q1 		$2.19M Sell
45,240
-2,541
-5% -$124K 0.2% 56
2025
Q4 		$2.33M Sell
47,781
-26,399
-36% -$1.29M 0.21% 51
2025
Q3 		$3.62M Sell
74,180
-4,027
-5% -$196K 0.33% 46
2025
Q2 		$3.8M Sell
78,207
-2,841
-4% -$137K 0.36% 45
2025
Q1 		$3.92M Sell
81,048
-1,528
-2% -$73.4K 0.4% 44
2024
Q4 		$3.94M Sell
82,576
-10,117
-11% -$486K 0.4% 42
2024
Q3 		$4.51M Sell
92,693
-5,193
-5% -$250K 0.45% 40
2024
Q2 		$4.64M Sell
97,886
-458
-0.5% -$21.6K 0.48% 37
2024
Q1 		$4.67M Sell
98,344
-2,544
-3% -$121K 0.5% 38
2023
Q4 		$4.8M Buy
100,888
+20,050
+25% +$936K 0.55% 35
2023
Q3 		$3.75M Sell
80,838
-2,175
-3% -$101K 0.46% 37
2023
Q2 		$3.87M Buy
83,013
+4,989
+6% +$234K 0.46% 36
2023
Q1 		$3.68M Buy
78,024
+12,715
+19% +$595K 0.46% 35
2022
Q4 		$3.03M Buy
65,309
+4,772
+8% +$221K 0.4% 35
2022
Q3 		$2.79M Sell
60,537
-9,953
-14% -$470K 0.39% 32
2022
Q2 		$3.34M Sell
70,490
-26,338
-27% -$1.26M 0.45% 31
2022
Q1 		$4.69M Sell
96,828
-8,221
-8% -$406K 0.56% 28
2021
Q4 		$5.3M Buy
105,049
+6,508
+7% +$330K 0.6% 27
2021
Q3 		$5.03M Buy
98,541
+58,190
+144% +$2.98M 0.62% 27
2021
Q2 		$2.07M Buy
40,351
+20,342
+102% +$1.04M 0.26% 31
2021
Q1 		$1.03M Buy
20,009
+17,046
+575% +$878K 0.14% 35
2020
Q4 		$153K Sell
2,963
-1,048
-26% -$54K 0.02% 70
2020
Q3 		$207K Buy
4,011
+21
+0.5% +$1.08K 0.03% 52
2020
Q2 		$205K Sell
3,990
-573
-13% -$29.3K 0.03% 54
2020
Q1 		$230K Buy
4,563
+17
+0.4% +$858 0.04% 50
2019
Q4 		$229K Buy
4,546
+3,949
+661% +$199K 0.04% 55
2019
Q3 		$30K Buy
+597
New +$30.1K 0.01% 134

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

TD Capital Management's ISTB Position: Q2 2026 in Review

TD Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5% in Q2 2026, selling an estimated $108K and leaving 42,999 shares worth $2.07M. The position accounts for 0.17% of the portfolio, ranked #61.

TD Capital Management first reported a position in ISTB in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.3M in Q4 2021. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • TD Capital Management held 42,999 shares of iShares Core 1-5 Year USD Bond ETF worth $2.07M as of Q2 2026.
  • TD Capital Management sold 2,241 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $108K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.17% of TD Capital Management's portfolio in Q2 2026, its #61 holding.
  • TD Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • TD Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $5.3M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.