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

Bartlett & Co 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
2026 Q1	$35.9M	Buy	741,304 +185,134	+33%	+$9.02M	0.46%	52
2025 Q4	$27.1M	Buy	556,170 +134,574	+32%	+$6.57M	0.35%	58
2025 Q3	$20.6M	Buy	+421,596	New	+$20.5M	0.27%	73
2025 Q2	–	Sell	-2,490	Closed	-$120K	–	1290
2025 Q1	$120K	Sell	2,490 -30	-1%	-$1.44K	﹤0.01%	516
2024 Q4	$120K	Buy	2,520 +20	+0.8%	+$960	﹤0.01%	514
2024 Q3	$122K	Buy	2,500 +1,180	+89%	+$56.8K	﹤0.01%	518
2024 Q2	$62.5K	Sell	1,320 -20	-1%	-$943	﹤0.01%	620
2024 Q1	$63.6K	Sell	1,340 -20	-1%	-$948	﹤0.01%	624
2023 Q4	$64.7K	Buy	1,360 +10	+0.7%	+$467	﹤0.01%	652
2023 Q3	$62.6K	Sell	1,350 -130	-9%	-$6.05K	﹤0.01%	621
2023 Q2	$69K	Buy	+1,480	New	+$69.5K	﹤0.01%	606

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T 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 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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return