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Certified Advisory Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Certified Advisory Corp’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
-4,659
Closed -$223K – 301
2024
Q4 		$223K Hold
4,659
– – 0.02% 275
2024
Q3 		$227K Hold
4,659
– – 0.03% 274
2024
Q2 		$221K Buy
4,659
+147
+3% +$6.93K 0.03% 268
2024
Q1 		$214K Buy
4,512
+73
+2% +$3.46K 0.03% 253
2023
Q4 		$211K Sell
4,439
-176
-4% -$8.22K 0.03% 250
2023
Q3 		$214K Buy
+4,615
New +$215K 0.04% 220
2022
Q1 		– Sell
-5,195
Closed -$262K – 256
2021
Q4 		$262K Buy
+5,195
New +$263K 0.06% 193
2021
Q2 		– Sell
-3,784
Closed -$194K – 468
2021
Q1 		$194K Buy
+3,784
New +$195K 0.05% 197
2020
Q2 		$1.15M Sell
22,419
-1,114
-5% -$56.9K 0.38% 61
2020
Q1 		$1.19M Buy
23,533
+6,007
+34% +$303K 0.47% 48
2019
Q4 		$883K Buy
17,526
+8,570
+96% +$432K 0.28% 86
2019
Q3 		$452K Buy
8,956
+5,024
+128% +$253K 0.16% 114
2019
Q2 		$198K Buy
3,932
+24
+0.6% +$1.2K 0.07% 176
2019
Q1 		$195K Buy
3,908
+2,317
+146% +$115K 0.08% 162
2018
Q4 		$78K Buy
1,591
+9
+0.6% +$439 0.04% 221
2018
Q3 		$78K Buy
1,582
+7
+0.4% +$343 0.04% 232
2018
Q2 		$77K Buy
1,575
+7
+0.4% +$343 0.04% 228
2018
Q1 		$77K Buy
1,568
+4
+0.3% +$198 0.05% 220
2017
Q4 		$77K Buy
+1,564
New +$78.2K 0.06% 184

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

Certified Advisory Corp's ISTB Position: Q1 2025 in Review

Certified Advisory Corp sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 4,659 shares — an estimated $223K sold.

Certified Advisory Corp first reported a position in ISTB in Q4 2017 and held it in 19 quarters. The position peaked at $1.19M in Q1 2020. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Certified Advisory Corp reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 4,659 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $223K.
  • Certified Advisory Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 19 quarters.
  • Certified Advisory Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $1.19M in Q1 2020.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Certified Advisory Corp's 13F filing for Q1 2025, filed 8 May 2025.