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

Estate Counselors’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
-104,630
Closed -$5.09M – 98
2025
Q2 		$5.09M Buy
+104,630
New +$5.05M 0.5% 29

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Estate Counselors's ISTB Position: Q3 2025 in Review

Estate Counselors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 104,630 shares — an estimated $5.09M sold.

Estate Counselors first reported a position in ISTB in Q2 2025 and held it in 1 quarter. The position peaked at $5.09M in Q2 2025. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Estate Counselors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Estate Counselors sold 104,630 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $5.09M.
  • Estate Counselors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 1 quarter.
  • Estate Counselors's iShares Core 1-5 Year USD Bond ETF position peaked at $5.09M 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 Estate Counselors's 13F filing for Q3 2025, filed 31 Oct 2025.