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Advisornet Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-146
Closed -$7.1K – 2285
2025
Q2 		$7.1K Sell
146
-243
-62% -$11.7K ﹤0.01% 1581
2025
Q1 		$18.8K Buy
389
+146
+60% +$7.01K ﹤0.01% 1218
2024
Q4 		$11.6K Hold
243
– – ﹤0.01% 1292
2024
Q3 		$11.8K Hold
243
– – ﹤0.01% 1372
2024
Q2 		$11.5K Hold
243
– – ﹤0.01% 1268
2024
Q1 		$11.5K Hold
243
– – ﹤0.01% 1244
2023
Q4 		$11.6K Sell
243
-175,548
-100% -$8.2M ﹤0.01% 1266
2023
Q3 		$8.15M Buy
175,791
+3,681
+2% +$171K 0.74% 31
2023
Q2 		$8.03M Buy
172,110
+7,910
+5% +$372K 0.69% 32
2023
Q1 		$7.74M Buy
164,200
+27,575
+20% +$1.29M 0.71% 32
2022
Q4 		$6.34M Buy
136,625
+7,479
+6% +$346K 0.62% 37
2022
Q3 		$5.95M Buy
129,146
+4,568
+4% +$216K 0.59% 34
2022
Q2 		$5.91M Sell
124,578
-225,526
-64% -$10.8M 0.58% 37
2022
Q1 		$17M Buy
350,104
+26,280
+8% +$1.3M 1.06% 12
2021
Q4 		$16.3M Buy
323,824
+6,465
+2% +$327K 1.01% 11
2021
Q3 		$16.2M Buy
317,359
+10,814
+4% +$554K 1.13% 9
2021
Q2 		$15.7M Buy
306,545
+12,769
+4% +$655K 1.04% 11
2021
Q1 		$15.1M Buy
293,776
+293,176
+48,863% +$15.1M 1.07% 10
2020
Q4 		$31K Hold
600
– – ﹤0.01% 1006
2020
Q3 		$31K Buy
600
+357
+147% +$18.4K ﹤0.01% 977
2020
Q2 		$13K Hold
243
– – ﹤0.01% 1228
2020
Q1 		$12K Hold
243
– – ﹤0.01% 1221
2019
Q4 		$12K Buy
+243
New +$12.2K ﹤0.01% 1341

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Advisornet Financial's ISTB Position: Q3 2025 in Review

Advisornet Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 146 shares — an estimated $7.1K sold.

Advisornet Financial first reported a position in ISTB in Q4 2019 and held it in 23 quarters. The position peaked at $17M in Q1 2022. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Advisornet Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 146 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $7.1K.
  • Advisornet Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 23 quarters.
  • Advisornet Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $17M in Q1 2022.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.