BRWA
ISTB icon

B. Riley Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-4,521
Closed -$220K – 1217
2024
Q3 		$220K Sell
4,521
-326
-7% -$15.7K 0.01% 1094
2024
Q2 		$230K Sell
4,847
-10,931
-69% -$516K 0.01% 1156
2024
Q1 		$732K Buy
15,778
+6,456
+69% +$306K 0.02% 625
2023
Q4 		$443K Sell
9,322
-6,456
-41% -$301K 0.01% 872
2023
Q3 		$732K Sell
15,778
-943
-6% -$43.9K 0.02% 625
2023
Q2 		$780K Sell
16,721
-6,876
-29% -$323K 0.02% 663
2023
Q1 		$1.11M Buy
23,597
+5,744
+32% +$269K 0.03% 512
2022
Q4 		$829K Sell
17,853
-4,297
-19% -$199K 0.02% 599
2022
Q3 		$1.02M Buy
22,150
+9,221
+71% +$435K 0.03% 501
2022
Q2 		$613K Sell
12,929
-1,622
-11% -$77.4K 0.03% 574
2022
Q1 		$706K Sell
14,551
-18
-0.1% -$889 0.02% 588
2021
Q4 		$735K Sell
14,569
-2,274
-14% -$115K 0.02% 635
2021
Q3 		$861K Buy
16,843
+386
+2% +$19.8K 0.03% 571
2021
Q2 		$845K Buy
16,457
+1,331
+9% +$68.3K 0.03% 572
2021
Q1 		$776K Buy
+15,126
New +$779K 0.03% 560

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's ISTB Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 4,521 shares — an estimated $220K sold.

B. Riley Wealth Advisors first reported a position in ISTB in Q1 2021 and held it in 15 quarters. The position peaked at $1.11M in Q1 2023. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,521 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $220K.
  • B. Riley Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q1 2023.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.