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Capital Market Strategies’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Capital Market Strategies’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
Q1 		– Sell
-9,922
Closed -$474K – 153
2024
Q4 		$474K Buy
9,922
+38
+0.4% +$1.82K 0.27% 78
2024
Q3 		$481K Sell
9,884
-48
-0.5% -$2.31K 0.29% 71
2024
Q2 		$470K Sell
9,932
-75
-0.7% -$3.54K 0.3% 70
2024
Q1 		$475K Sell
10,007
-643
-6% -$30.5K 0.36% 66
2023
Q4 		$507K Sell
10,650
-2,051
-16% -$95.8K 0.44% 54
2023
Q3 		$585K Sell
12,701
-619
-5% -$28.8K 0.58% 41
2023
Q2 		$621K Buy
13,320
+29
+0.2% +$1.36K 0.58% 44
2023
Q1 		$627K Sell
13,291
-1,798
-12% -$84.2K 1.11% 24
2022
Q4 		$701K Sell
15,089
-177
-1% -$8.19K 0.75% 34
2022
Q3 		$704K Sell
15,266
-1,115
-7% -$52.6K 0.79% 32
2022
Q2 		$776K Sell
16,381
-588
-3% -$28.1K 0.81% 29
2022
Q1 		$822K Sell
16,969
-421
-2% -$20.8K 0.71% 34
2021
Q4 		$877K Buy
+17,390
New +$881K 0.72% 33

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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Capital Market Strategies's ISTB Position: Q1 2025 in Review

Capital Market Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 9,922 shares — an estimated $474K sold.

Capital Market Strategies first reported a position in ISTB in Q4 2021 and held it in 13 quarters. The position peaked at $877K in Q4 2021. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Capital Market Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Market Strategies sold 9,922 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $474K.
  • Capital Market Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 13 quarters.
  • Capital Market Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $877K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Capital Market Strategies's 13F filing for Q1 2025, filed 4 Apr 2025.