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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CX Institutional's ISTB Position: Q4 2025 in Review

CX Institutional sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 2,390 shares — an estimated $117K sold.

CX Institutional first reported a position in ISTB in Q3 2018 and held it in 8 quarters. The position peaked at $117K in Q3 2025. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

CX Institutional reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 2,390 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $117K.
CX Institutional first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2018 and held it in 8 quarters.
CX Institutional's iShares Core 1-5 Year USD Bond ETF position peaked at $117K in Q3 2025.
389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.