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

Element Wealth’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
Q1 		– Sell
-2,110
Closed -$101K – 225
2024
Q4 		$101K Hold
2,110
– – 0.05% 178
2024
Q3 		$103K Hold
2,110
– – 0.05% 175
2024
Q2 		$100K Hold
2,110
– – 0.06% 163
2024
Q1 		$100K Hold
2,110
– – 0.06% 162
2023
Q4 		$100K Hold
2,110
– – 0.06% 156
2023
Q3 		$97.9K Hold
2,110
– – 0.07% 147
2023
Q2 		$98.4K Hold
2,110
– – 0.07% 151
2023
Q1 		$99.5K Hold
2,110
– – 0.07% 143
2022
Q4 		$98K Hold
2,110
– – 0.08% 140
2022
Q3 		$97K Hold
2,110
– – 0.09% 123
2022
Q2 		$100K Hold
2,110
– – 0.1% 122
2022
Q1 		$102K Hold
2,110
– – 0.08% 134
2021
Q4 		$106K Hold
2,110
– – 0.08% 121
2021
Q3 		$108K Hold
2,110
– – 0.09% 115
2021
Q2 		$108K Hold
2,110
– – 0.08% 111
2021
Q1 		$108K Sell
2,110
-61,219
-97% -$3.15M 0.09% 109
2020
Q4 		$3.27M Buy
63,329
+5,766
+10% +$297K 3.03% 9
2020
Q3 		$2.97M Buy
57,563
+2,645
+5% +$136K 3.17% 9
2020
Q2 		$2.83M Buy
54,918
+638
+1% +$32.6K 3.24% 10
2020
Q1 		$2.74M Buy
54,280
+163
+0.3% +$8.22K 3.79% 6
2019
Q4 		$2.73M Buy
+54,117
New +$2.73M 2.79% 16

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Element Wealth's ISTB Position: Q1 2025 in Review

Element Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 2,110 shares — an estimated $101K sold.

Element Wealth first reported a position in ISTB in Q4 2019 and held it in 21 quarters. The position peaked at $3.27M in Q4 2020. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Element Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 2,110 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $101K.
  • Element Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $3.27M in Q4 2020.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.