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Calton & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Calton & Associates’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 		$497K Buy
10,260
+866
+9% +$42.2K 0.07% 241
2025
Q4 		$458K Buy
+9,394
New +$458K 0.07% 258
2022
Q2 		– Sell
-5,328
Closed -$258K – 299
2022
Q1 		$258K Buy
+5,328
New +$263K 0.08% 284
2020
Q4 		– Sell
-4,077
Closed -$210K – 395
2020
Q3 		$210K Sell
4,077
-132
-3% -$6.81K 0.04% 309
2020
Q2 		$217K Buy
+4,209
New +$215K 0.05% 284

Other funds holding ISTB

AA
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BlackRock
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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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