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

Alongside’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 Q4	$7.48M	Buy	+153,425	New	+$7.49M	2.48%	14

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Alongside's ISTB Position: Q4 2025 in Review

Alongside opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025: 153,425 shares worth $7.48M. The stake represents 2.48% of the portfolio and ranks #14 among its holdings.

388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

Alongside held 153,425 shares of iShares Core 1-5 Year USD Bond ETF worth $7.48M as of Q4 2025.
iShares Core 1-5 Year USD Bond ETF was a new Alongside position in Q4 2025.
iShares Core 1-5 Year USD Bond ETF made up 2.48% of Alongside's portfolio in Q4 2025, its #14 holding.
388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Alongside's 13F filing for Q4 2025, filed 9 Jul 2026.