Chicago Partners Investment Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Chicago Partners Investment Group’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	$526K	Buy	10,844 +448	+4%	+$21.8K	0.01%	859
2025 Q4	$507K	Buy	10,396 +834	+9%	+$40.7K	0.01%	756
2025 Q3	$468K	Sell	9,562 -484	-5%	-$23.5K	0.01%	739
2025 Q2	$487K	Buy	10,046 +1,135	+13%	+$54.8K	0.01%	609
2025 Q1	$430K	Buy	8,911 +24	+0.3%	+$1.15K	0.01%	568
2024 Q4	$424K	Sell	8,887 -1,199	-12%	-$57.5K	0.01%	552
2024 Q3	$485K	Buy	10,086 +98	+1%	+$4.72K	0.02%	497
2024 Q2	$478K	Sell	9,988 -2,051	-17%	-$96.7K	0.02%	479
2024 Q1	$566K	Sell	12,039 -1,504	-11%	-$71.3K	0.02%	415
2023 Q4	$643K	Sell	13,543 -25,621	-65%	-$1.2M	0.03%	366
2023 Q3	$1.81M	Sell	39,164 -16,212	-29%	-$755K	0.1%	201
2023 Q2	$2.58M	Buy	+55,376	New	+$2.6M	0.13%	148

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