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Avantax Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Avantax Advisory Services’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 		$622K Buy
12,783
+1,131
+10% +$54.6K ﹤0.01% 1463
2025
Q1 		$563K Buy
+11,652
New +$559K ﹤0.01% 1428
2023
Q3 		– Sell
-6,110
Closed -$285K – 1584
2023
Q2 		$285K Sell
6,110
-1,239
-17% -$58.2K ﹤0.01% 1215
2023
Q1 		$347K Sell
7,349
-267
-4% -$12.5K ﹤0.01% 1071
2022
Q4 		$354K Sell
7,616
-544
-7% -$25.2K ﹤0.01% 1022
2022
Q3 		$376K Buy
8,160
+1,104
+16% +$52.1K 0.01% 904
2022
Q2 		$334K Sell
7,056
-291
-4% -$13.9K 0.01% 961
2022
Q1 		$354K Sell
7,347
-39
-0.5% -$1.93K ﹤0.01% 927
2021
Q4 		$373K Buy
7,386
+559
+8% +$28.3K 0.01% 876
2021
Q3 		$351K Sell
6,827
-646
-9% -$33.1K 0.01% 854
2021
Q2 		$386K Buy
7,473
+1,917
+35% +$98.4K 0.01% 795
2021
Q1 		$285K Buy
5,556
+586
+12% +$30.2K 0.01% 828
2020
Q4 		$256K Sell
4,970
-4,691
-49% -$242K 0.01% 794
2020
Q3 		$498K Buy
9,661
+5,536
+134% +$286K 0.01% 783
2020
Q2 		$212K Buy
4,125
+25
+0.6% +$1.28K 0.01% 767
2020
Q1 		$207K Sell
4,100
-86
-2% -$4.34K 0.01% 706
2019
Q4 		$211K Buy
+4,186
New +$211K ﹤0.01% 766

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's ISTB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.7% in Q2 2025, buying an estimated $54.6K and bringing the position to 12,783 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Avantax Advisory Services first reported a position in ISTB in Q4 2019 and has held it in 17 quarters since. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Avantax Advisory Services held 12,783 shares of iShares Core 1-5 Year USD Bond ETF worth $622K as of Q2 2025.
  • Avantax Advisory Services bought 1,131 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $54.6K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1463 holding.
  • Avantax Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.