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Diversified Portfolios Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Diversified Portfolios Inc’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
2026
Q1 		$508K Sell
10,477
-2,513
-19% -$122K 0.04% 125
2025
Q4 		$633K Sell
12,990
-851
-6% -$41.5K 0.05% 121
2025
Q3 		$676K Sell
13,841
-573
-4% -$27.9K 0.06% 105
2025
Q2 		$701K Sell
14,414
-737
-5% -$35.6K 0.07% 100
2025
Q1 		$733K Buy
15,151
+524
+4% +$25.2K 0.08% 93
2024
Q4 		$699K Sell
14,627
-210
-1% -$10.1K 0.08% 96
2024
Q3 		$722K Sell
14,837
-1,111
-7% -$53.5K 0.08% 90
2024
Q2 		$755K Buy
15,948
+14
+0.1% +$660 0.1% 83
2024
Q1 		$756K Buy
15,934
+432
+3% +$20.5K 0.11% 75
2023
Q4 		$737K Buy
15,502
+1,847
+14% +$86.2K 0.12% 76
2023
Q3 		$633K Buy
13,655
+4,684
+52% +$218K 0.12% 73
2023
Q2 		$418K Buy
8,971
+2,314
+35% +$109K 0.08% 92
2023
Q1 		$314K Buy
+6,657
New +$312K 0.07% 111

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AA
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Raymond James Financial
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Jones Financial Companies
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ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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