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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 $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

BIP Wealth's ISTB Position: Q2 2025 in Review

BIP Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 5,506 shares — an estimated $266K sold.

BIP Wealth first reported a position in ISTB in Q1 2023 and held it in 9 quarters. The position peaked at $3M in Q1 2023. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • BIP Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • BIP Wealth sold 5,506 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $266K.
  • BIP Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 9 quarters.
  • BIP Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $3M in Q1 2023.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on BIP Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.