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

Anderson Financial Strategies’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
Q2 		– Sell
-1
Closed -$48 – 118
2025
Q1 		$48 Hold
1
– – ﹤0.01% 234
2024
Q4 		$48 Buy
+1
New +$48 ﹤0.01% 124

Other funds holding ISTB

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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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anderson Financial Strategies's ISTB Position: Q2 2025 in Review

Anderson Financial Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 1 share — an estimated $48 sold.

Anderson Financial Strategies first reported a position in ISTB in Q4 2024 and held it in 2 quarters. The position peaked at $48 in Q1 2025. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Anderson Financial Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1 iShares Core 1-5 Year USD Bond ETF share in Q2 2025, an estimated $48.
  • Anderson Financial Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $48 in Q1 2025.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.