CI
ISTB icon

CX Institutional’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

CX Institutional’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
Q4 		– Sell
-2,390
Closed -$117K – 1560
2025
Q3 		$117K Buy
2,390
+8
+0.3% +$389 ﹤0.01% 801
2025
Q2 		$116K Hold
2,382
– – ﹤0.01% 743
2025
Q1 		$115K Buy
+2,382
New +$114K ﹤0.01% 724
2021
Q4 		– Sell
-227
Closed -$12K – 625
2021
Q3 		$12K Hold
227
– – ﹤0.01% 809
2021
Q2 		$12K Hold
227
– – ﹤0.01% 816
2021
Q1 		$12K Hold
227
– – ﹤0.01% 747
2020
Q4 		$12K Buy
+227
New +$11.7K ﹤0.01% 702
2018
Q4 		– Sell
-192
Closed -$9K – 546
2018
Q3 		$9K Buy
+192
New +$9.41K ﹤0.01% 259

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
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
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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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