Blue Trust Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Blue Trust Inc’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	$286K	Sell	5,912 -341	-5%	-$16.6K	﹤0.01%	663
2025 Q4	$305K	Sell	6,253 -608	-9%	-$29.7K	﹤0.01%	644
2025 Q3	$335K	Sell	6,861 -1,346	-16%	-$65.5K	﹤0.01%	623
2025 Q2	$399K	Sell	8,207 -3,734	-31%	-$180K	﹤0.01%	530
2025 Q1	$577K	Sell	11,941 -15,381	-56%	-$738K	0.01%	376
2024 Q4	$1.31M	Buy	27,322 +1,553	+6%	+$74.5K	0.02%	203
2024 Q3	$1.22M	Sell	25,769 -2,916	-10%	-$140K	0.02%	229
2024 Q2	$1.36M	Hold	28,685	–	–	0.02%	184
2024 Q1	$1.36M	Sell	28,685 -5,300	-16%	-$251K	0.02%	158
2023 Q4	$1.58M	Sell	33,985 -19,261	-36%	-$899K	0.03%	127
2023 Q3	$2.48M	Sell	53,246 -35,944	-40%	-$1.67M	0.04%	98
2023 Q2	$4.21M	Sell	89,190 -58,670	-40%	-$2.76M	0.07%	67
2023 Q1	$6.87M	Buy	147,860 +98,962	+202%	+$4.63M	0.11%	61
2022 Q4	$2.25M	Sell	48,898 -13,405	-22%	-$620K	0.04%	105
2022 Q3	$2.95M	Buy	62,303 +52,587	+541%	+$2.48M	0.05%	77
2022 Q2	$471K	Buy	+9,716	New	+$464K	0.01%	204

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