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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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Advisor OS's ISTB Position: Q1 2025 in Review

Advisor OS sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 144,075 shares — an estimated $6.88M sold.

Advisor OS first reported a position in ISTB in Q3 2021 and held it in 14 quarters. The position peaked at $7.36M in Q1 2023. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Advisor OS reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 144,075 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $6.88M.
  • Advisor OS first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and held it in 14 quarters.
  • Advisor OS's iShares Core 1-5 Year USD Bond ETF position peaked at $7.36M in Q1 2023.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.