Founders Financial Alliance’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Founders Financial Alliance’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	$5.23K	Hold	108	–	–	﹤0.01%	679
2025 Q4	$5.26K	Hold	108	–	–	﹤0.01%	549
2025 Q3	$5.28K	Hold	108	–	–	﹤0.01%	650
2025 Q2	$5.25K	Hold	108	–	–	﹤0.01%	492
2025 Q1	$5.22K	Hold	108	–	–	﹤0.01%	558
2024 Q4	$5.16K	Buy	+108	New	+$5.18K	﹤0.01%	521
2023 Q4	–	Sell	-75	Closed	-$3.48K	–	493
2023 Q3	$3.48K	Hold	75	–	–	﹤0.01%	455
2023 Q2	$3.5K	Buy	+75	New	+$3.52K	﹤0.01%	485
2023 Q1	–	Sell	-75	Closed	-$3.48K	–	474
2022 Q4	$3.48K	Hold	75	–	–	﹤0.01%	457
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	452
2022 Q2	$4K	Sell	75 -175	-70%	-$8.35K	﹤0.01%	467
2022 Q1	$12K	Hold	250	–	–	0.01%	382
2021 Q4	$13K	Hold	250	–	–	0.01%	414
2021 Q3	$13K	Hold	250	–	–	0.01%	383
2021 Q2	$13K	Buy	+250	New	+$12.8K	0.01%	406

Other funds holding ISTB

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return