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

BIP Wealth’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 		– Sell
-5,506
Closed -$266K – 284
2025
Q1 		$266K Sell
5,506
-1,188
-18% -$57K 0.02% 226
2024
Q4 		$320K Buy
6,694
+2,316
+53% +$111K 0.02% 198
2024
Q3 		$213K Sell
4,378
-2,909
-40% -$140K 0.01% 226
2024
Q2 		$345K Sell
7,287
-1,386
-16% -$65.4K 0.03% 138
2024
Q1 		$411K Sell
8,673
-11,410
-57% -$541K 0.03% 136
2023
Q4 		$955K Sell
20,083
-9,100
-31% -$425K 0.08% 83
2023
Q3 		$1.35M Sell
29,183
-13,231
-31% -$616K 0.12% 65
2023
Q2 		$1.98M Sell
42,414
-21,203
-33% -$996K 0.16% 56
2023
Q1 		$3M Buy
+63,617
New +$2.98M 0.33% 45

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 $1.16B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return