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Aries Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Aries Wealth Management’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 		– Sell
-4,734
Closed -$231K – 240
2025
Q3 		$231K Buy
+4,734
New +$230K 0.05% 212
2022
Q2 		– Sell
-276,882
Closed -$13.4M – 200
2022
Q1 		$13.4M Buy
+276,882
New +$13.7M 5.81% 1

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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Aries Wealth Management's ISTB Position: Q4 2025 in Review

Aries Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 4,734 shares — an estimated $231K sold.

Aries Wealth Management first reported a position in ISTB in Q1 2022 and held it in 2 quarters. The position peaked at $13.4M in Q1 2022. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Aries Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Aries Wealth Management sold 4,734 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $231K.
  • Aries Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 2 quarters.
  • Aries Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $13.4M in Q1 2022.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Aries Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.