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EH
Equitable Holdings’s
iShares Core 1-5 Year USD Bond ETF
ISTB
Stock Holding History
Equitable Holdings’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
$6.04M
Buy
123,872
+13,229
+12%
+$644K
0.04%
382
2025
Q4
$5.39M
Buy
110,643
+4,744
+4%
+$232K
0.04%
355
2025
Q3
$5.17M
Buy
105,899
+6,830
+7%
+$332K
0.04%
343
2025
Q2
$4.82M
Buy
99,069
+34,358
+53%
+$1.66M
0.04%
333
2025
Q1
$3.13M
Buy
64,711
+2,613
+4%
+$125K
0.03%
407
2024
Q4
$2.97M
Buy
62,098
+8,121
+15%
+$390K
0.03%
384
2024
Q3
$2.63M
Buy
53,977
+2,956
+6%
+$142K
0.03%
419
2024
Q2
$2.42M
Buy
51,021
+4,740
+10%
+$224K
0.03%
415
2024
Q1
$2.2M
Sell
46,281
-6,062
-12%
-$287K
0.02%
426
2023
Q4
$2.49M
Sell
52,343
-79,652
-60%
-$3.72M
0.03%
357
2023
Q3
$6.12M
Sell
131,995
-5,765
-4%
-$268K
0.09%
174
2023
Q2
$6.43M
Buy
137,760
+26,700
+24%
+$1.25M
0.09%
159
2023
Q1
$5.24M
Buy
111,060
+8,307
+8%
+$389K
0.08%
170
2022
Q4
$4.77M
Buy
102,753
+4,570
+5%
+$211K
0.08%
168
2022
Q3
$4.53M
Buy
98,183
+23,754
+32%
+$1.12M
0.09%
161
2022
Q2
$3.53M
Buy
74,429
+21,388
+40%
+$1.02M
0.07%
181
2022
Q1
$2.57M
Buy
53,041
+48,220
+1,000%
+$2.38M
0.04%
246
2021
Q4
$243K
Buy
+4,821
New
+$244K
﹤0.01%
771
Other funds holding ISTB
AA
Acorns Advisers
Irvine, California
$13.5B AUM
15.15%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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