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

Copia 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 		– Sell
-220
Closed -$10.6K – 482
2025
Q1 		$10.6K Hold
220
– – 0.01% 272
2024
Q4 		$10.5K Buy
+220
New +$10.6K 0.01% 256

Other funds holding ISTB

AA
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Copia Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 220 shares — an estimated $10.6K sold.

Copia Wealth Management first reported a position in ISTB in Q4 2024 and held it in 2 quarters. The position peaked at $10.6K in Q1 2025. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Copia Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 220 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $10.6K.
  • Copia Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 2 quarters.
  • Copia Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $10.6K 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 Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.