Arbor Trust Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Arbor Trust Wealth Advisors’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	-4,810	Closed	-$233K	–	89
2025 Q1	$233K	Hold	4,810	–	–	0.11%	88
2024 Q4	$230K	Hold	4,810	–	–	0.11%	85
2024 Q3	$228K	Hold	4,810	–	–	0.12%	86
2024 Q2	$228K	Hold	4,810	–	–	0.12%	86
2024 Q1	$226K	Hold	4,810	–	–	0.12%	89
2023 Q4	$229K	Hold	4,810	–	–	0.14%	86
2023 Q3	$223K	Hold	4,810	–	–	0.15%	84
2023 Q2	$224K	Hold	4,810	–	–	0.14%	88
2023 Q1	$227K	Hold	4,810	–	–	0.15%	86
2022 Q4	$223K	Hold	4,810	–	–	0.15%	92
2022 Q3	$222K	Hold	4,810	–	–	0.17%	87
2022 Q2	$228K	Hold	4,810	–	–	0.16%	92
2022 Q1	$233K	Hold	4,810	–	–	0.14%	95
2021 Q4	$243K	Hold	4,810	–	–	0.14%	92
2021 Q3	$246K	Hold	4,810	–	–	0.15%	88
2021 Q2	$247K	Hold	4,810	–	–	0.16%	88
2021 Q1	$247K	Hold	4,810	–	–	0.17%	84
2020 Q4	$248K	Hold	4,810	–	–	0.18%	80
2020 Q3	$248K	Hold	4,810	–	–	0.21%	70
2020 Q2	$248K	Hold	4,810	–	–	0.22%	73
2020 Q1	$243K	Buy	+4,810	New	+$243K	0.26%	71

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 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 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

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 $1.17B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arbor Trust Wealth Advisors's ISTB Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 4,810 shares — an estimated $233K sold.

Arbor Trust Wealth Advisors first reported a position in ISTB in Q1 2020 and held it in 21 quarters. The position peaked at $248K in Q4 2020. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

Arbor Trust Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 4,810 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $233K.
Arbor Trust Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 21 quarters.
Arbor Trust Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $248K in Q4 2020.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.