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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
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 $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

TD Capital Management's ISTB Position: Q1 2026 in Review

TD Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.3% in Q1 2026, selling an estimated $124K and leaving 45,240 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #56.

TD Capital Management first reported a position in ISTB in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.3M in Q4 2021. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • TD Capital Management held 45,240 shares of iShares Core 1-5 Year USD Bond ETF worth $2.19M as of Q1 2026.
  • TD Capital Management sold 2,541 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $124K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.2% of TD Capital Management's portfolio in Q1 2026, its #56 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 27 quarters since.
  • TD Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $5.3M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.