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Congress Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Congress Wealth Management’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
Q2 		$1.58M Sell
32,406
-964
-3% -$46.5K 0.02% 603
2025
Q1 		$1.61M Buy
+33,370
New +$1.6M 0.02% 536

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Congress Wealth Management's ISTB Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.9% in Q2 2025, selling an estimated $46.5K and leaving 32,406 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #603.

Congress Wealth Management first reported a position in ISTB in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.61M in Q1 2025. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Congress Wealth Management held 32,406 shares of iShares Core 1-5 Year USD Bond ETF worth $1.58M as of Q2 2025.
  • Congress Wealth Management sold 964 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $46.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #603 holding.
  • Congress Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.61M in Q1 2025.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.