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

Atria Wealth Solutions’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 		$308K Buy
6,325
+430
+7% +$20.8K 0.01% 1143
2025
Q1 		$285K Buy
5,895
+461
+8% +$22.1K ﹤0.01% 1496
2024
Q4 		$260K Sell
5,434
-78
-1% -$3.74K ﹤0.01% 1645
2024
Q3 		$268K Sell
5,512
-250
-4% -$12K ﹤0.01% 1584
2024
Q2 		$273K Sell
5,762
-78
-1% -$3.68K ﹤0.01% 1565
2024
Q1 		$277K Sell
5,840
-424
-7% -$20.1K ﹤0.01% 1606
2023
Q4 		$298K Sell
6,264
-633
-9% -$29.6K ﹤0.01% 1507
2023
Q3 		$320K Sell
6,897
-362
-5% -$16.8K ﹤0.01% 1378
2023
Q2 		$339K Sell
7,259
-68,069
-90% -$3.2M ﹤0.01% 1362
2023
Q1 		$3.55M Sell
75,328
-35,937
-32% -$1.68M 0.05% 358
2022
Q4 		$5.17M Buy
111,265
+36,237
+48% +$1.68M 0.08% 249
2022
Q3 		$3.46M Buy
75,028
+8,260
+12% +$390K 0.06% 317
2022
Q2 		$3.16M Buy
66,768
+14,094
+27% +$673K 0.06% 330
2022
Q1 		$2.55M Buy
+52,674
New +$2.6M 0.04% 413

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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's ISTB Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.3% in Q2 2025, buying an estimated $20.8K and bringing the position to 6,325 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1143.

Atria Wealth Solutions first reported a position in ISTB in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.17M in Q4 2022. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Atria Wealth Solutions held 6,325 shares of iShares Core 1-5 Year USD Bond ETF worth $308K as of Q2 2025.
  • Atria Wealth Solutions bought 430 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $20.8K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1143 holding.
  • Atria Wealth Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $5.17M in Q4 2022.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.