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

AssetMark Inc’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 Q3	$69.3K	Sell	1,466 -1,875	-56%	-$89.7K	﹤0.01%	1763
2026 Q2	$161K	Sell	3,341 -121	-3%	-$5.84K	﹤0.01%	1502
2026 Q1	$168K	Sell	3,462 -643	-16%	-$31.3K	﹤0.01%	1394
2025 Q4	$200K	Buy	4,105 +1,698	+71%	+$82.9K	﹤0.01%	1308
2025 Q3	$118K	Buy	2,407 +659	+38%	+$32.1K	﹤0.01%	1391
2025 Q2	$85K	Buy	1,748 +1,631	+1,394%	+$78.7K	﹤0.01%	1409
2025 Q1	$5.66K	Buy	+117	New	+$5.62K	﹤0.01%	1970
2024 Q4	–	Sell	-32	Closed	-$1.56K	–	2633
2024 Q3	$1.56K	Hold	32	–	–	﹤0.01%	1925
2024 Q2	$1.52K	Buy	+32	New	+$1.51K	﹤0.01%	1791
2020 Q1	–	Sell	-151	Closed	-$8K	–	1447
2019 Q4	$8K	Buy	+151	New	+$7.61K	﹤0.01%	1052

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

AssetMark Inc's ISTB Position: Q3 2026 in Review

AssetMark Inc reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 56% in Q3 2026, selling an estimated $89.7K and leaving 1,466 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

AssetMark Inc first reported a position in ISTB in Q4 2019 and has held it in 10 quarters since. The position peaked at $200K in Q4 2025. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

AssetMark Inc held 1,466 shares of iShares Core 1-5 Year USD Bond ETF worth $69.3K as of Q3 2026.
AssetMark Inc sold 1,875 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $89.7K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1763 holding.
AssetMark Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 10 quarters since.
AssetMark Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $200K in Q4 2025.
214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.