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

Dentgroup’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	$2.68M	Sell	55,045 -1,413	-3%	-$69K	1.84%	17
2025 Q3	$2.76M	Sell	56,458 -47,015	-45%	-$2.29M	1.78%	15
2025 Q2	$5.03M	Sell	103,473 -3,309	-3%	-$160K	3.49%	6
2025 Q1	$5.16M	Buy	106,782 +31,905	+43%	+$1.53M	3.87%	6
2024 Q4	$3.58M	Buy	74,877 +12,087	+19%	+$580K	2.73%	10
2024 Q3	$3.06M	Buy	62,790 +36,927	+143%	+$1.78M	2.28%	12
2024 Q2	$1.23M	Buy	+25,863	New	+$1.22M	0.99%	26

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Dentgroup's ISTB Position: Q4 2025 in Review

Dentgroup reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.5% in Q4 2025, selling an estimated $69K and leaving 55,045 shares worth $2.68M. The position accounts for 1.84% of the portfolio, ranked #17.

Dentgroup first reported a position in ISTB in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.16M in Q1 2025. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

Dentgroup held 55,045 shares of iShares Core 1-5 Year USD Bond ETF worth $2.68M as of Q4 2025.
Dentgroup sold 1,413 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $69K.
iShares Core 1-5 Year USD Bond ETF made up 1.84% of Dentgroup's portfolio in Q4 2025, its #17 holding.
Dentgroup first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and has held it in 7 quarters since.
Dentgroup's iShares Core 1-5 Year USD Bond ETF position peaked at $5.16M in Q1 2025.
388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.