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

Arete 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
2026
Q1 		$587K Sell
12,106
-8,082
-40% -$394K 0.04% 262
2025
Q4 		$984K Sell
20,188
-51,333
-72% -$2.5M 0.06% 292
2025
Q3 		$3.49M Buy
71,521
+57,975
+428% +$2.82M 0.22% 94
2025
Q2 		$659K Buy
13,546
+8,036
+146% +$388K 0.05% 340
2025
Q1 		$266K Buy
+5,510
New +$265K 0.02% 579
2023
Q2 		– Sell
-10,165
Closed -$479K – 712
2023
Q1 		$479K Sell
10,165
-5,126
-34% -$240K 0.04% 354
2022
Q4 		$710M Sell
15,291
-28,212
-65% -$1.31M 0.06% 263
2022
Q3 		$2M Sell
43,503
-327,353
-88% -$15.4M 0.2% 102
2022
Q2 		$17.6M Buy
+370,856
New +$17.7M 1.78% 11
2021
Q3 		– Sell
-35,244
Closed -$1.58M – 433
2021
Q2 		$1.58M Buy
+35,244
New +$1.81M 0.22% 89

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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