Advisor OS’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Advisor OS’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
2025 Q1	–	Sell	-144,075	Closed	-$6.88M	–	445
2024 Q4	$6.88M	Buy	144,075 +6,315	+5%	+$303K	0.8%	22
2024 Q3	$6.71M	Buy	137,760 +9,538	+7%	+$459K	0.67%	29
2024 Q2	$6.07M	Buy	128,222 +10,956	+9%	+$517K	0.67%	28
2024 Q1	$5.56M	Buy	117,266 +78,648	+204%	+$3.73M	0.64%	31
2023 Q4	$1.84M	Sell	38,618 -44,194	-53%	-$2.06M	0.24%	74
2023 Q3	$3.84M	Sell	82,812 -5,464	-6%	-$254K	0.58%	29
2023 Q2	$4.12M	Sell	88,276 -67,842	-43%	-$3.19M	0.67%	27
2023 Q1	$7.36M	Buy	156,118 +62,759	+67%	+$2.94M	1.77%	8
2022 Q4	$4.34M	Sell	93,359 -12,745	-12%	-$590K	1.15%	18
2022 Q3	$4.89M	Sell	106,104 -8,219	-7%	-$388K	1.47%	14
2022 Q2	$5.42M	Sell	114,323 -25,307	-18%	-$1.21M	1.58%	13
2022 Q1	$6.77M	Buy	139,630 +58,295	+72%	+$2.88M	1.96%	10
2021 Q4	$4.1M	Sell	81,335 -1,901	-2%	-$96.3K	0.84%	25
2021 Q3	$4.25M	Buy	+83,236	New	+$4.27M	0.92%	20

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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 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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return