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Eldridge Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Eldridge Investment Advisors’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
Q3 		– Sell
-99,229
Closed -$4.81M – 164
2025
Q2 		$4.81M Buy
99,229
+29
+0% +$1.4K 1.01% 30
2025
Q1 		$4.8M Buy
99,200
+3,156
+3% +$152K 1.1% 26
2024
Q4 		$4.59M Buy
96,044
+15,495
+19% +$744K 1.07% 25
2024
Q3 		$3.91M Buy
80,549
+18,966
+31% +$913K 0.92% 27
2024
Q2 		$2.92M Buy
61,583
+514
+0.8% +$24.2K 0.73% 33
2024
Q1 		$2.9M Buy
61,069
+3,998
+7% +$190K 0.74% 31
2023
Q4 		$2.71M Buy
57,071
+48,597
+573% +$2.27M 0.71% 33
2023
Q3 		$392K Buy
8,474
+976
+13% +$45.4K 0.13% 98
2023
Q2 		$350K Buy
7,498
+400
+6% +$18.8K 0.11% 106
2023
Q1 		$335K Buy
7,098
+700
+11% +$32.8K 0.12% 106
2022
Q4 		$297K Sell
6,398
-26,118
-80% -$1.21M 0.1% 108
2022
Q3 		$1.5M Buy
32,516
+28,081
+633% +$1.33M 0.58% 38
2022
Q2 		$210K Sell
4,435
-215
-5% -$10.3K 0.08% 122
2022
Q1 		$225K Sell
4,650
-2,540
-35% -$125K 0.08% 115
2021
Q4 		$363K Sell
7,190
-32,542
-82% -$1.65M 0.12% 96
2021
Q3 		$2.03M Sell
39,732
-10,944
-22% -$561K 0.72% 27
2021
Q2 		$2.6M Sell
50,676
-6,137
-11% -$315K 0.94% 19
2021
Q1 		$2.91M Buy
56,813
+42,786
+305% +$2.2M 1.12% 16
2020
Q4 		$724K Buy
+14,027
New +$723K 0.3% 49
2019
Q3 		– Sell
-4,300
Closed -$216K – 97
2019
Q2 		$216K Hold
4,300
– – 0.12% 79
2019
Q1 		$214K Hold
4,300
– – 0.12% 82
2018
Q4 		$211K Buy
+4,300
New +$210K 0.13% 77
2018
Q3 		– Sell
-18,800
Closed -$920K – 72
2018
Q2 		$920K Buy
+18,800
New +$923K 0.65% 24

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Eldridge Investment Advisors's ISTB Position: Q3 2025 in Review

Eldridge Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 99,229 shares — an estimated $4.81M sold.

Eldridge Investment Advisors first reported a position in ISTB in Q2 2018 and held it in 23 quarters. The position peaked at $4.81M in Q2 2025. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Eldridge Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 99,229 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $4.81M.
  • Eldridge Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and held it in 23 quarters.
  • Eldridge Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $4.81M in Q2 2025.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Eldridge Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.