GTAM
ISTB icon

Global Trust Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Global Trust Asset Management’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
-150
Closed -$7.17K – 499
2024
Q4 		$7.17K Sell
150
-150
-50% -$7.2K ﹤0.01% 421
2024
Q3 		$14.6K Hold
300
– – 0.01% 363
2024
Q2 		$14.2K Sell
300
-300
-50% -$14.1K 0.01% 341
2024
Q1 		$28.5K Hold
600
– – 0.01% 294
2023
Q4 		$28.5K Hold
600
– – 0.01% 278
2023
Q3 		$27.8K Hold
600
– – 0.01% 276
2023
Q2 		$28K Hold
600
– – 0.01% 270
2023
Q1 		$28.3K Hold
600
– – 0.01% 258
2022
Q4 		$27.9K Hold
600
– – 0.01% 251
2022
Q3 		$28K Hold
600
– – 0.01% 252
2022
Q2 		$28K Hold
600
– – 0.01% 261
2022
Q1 		$29K Hold
600
– – 0.01% 312
2021
Q4 		$30K Hold
600
– – 0.01% 290
2021
Q3 		$31K Sell
600
-103
-15% -$5.28K 0.01% 263
2021
Q2 		$36K Hold
703
– – 0.02% 261
2021
Q1 		$36K Hold
703
– – 0.02% 235
2020
Q4 		$36K Sell
703
-1
-0.1% -$52 0.02% 242
2020
Q3 		$36K Buy
704
+1
+0.1% +$52 0.02% 213
2020
Q2 		$36K Hold
703
– – 0.03% 197
2020
Q1 		$35K Sell
703
-3,000
-81% -$151K 0.03% 213
2019
Q4 		$187K Buy
3,703
+3,103
+517% +$156K 0.11% 163
2019
Q3 		$30K Hold
600
– – 0.02% 221
2019
Q2 		$30K Hold
600
– – 0.02% 247
2019
Q1 		$30K Hold
600
– – 0.02% 233
2018
Q4 		$29K Hold
600
– – 0.03% 218
2018
Q3 		$29K Hold
600
– – 0.02% 246
2018
Q2 		$29K Hold
600
– – 0.02% 233
2018
Q1 		$30K Hold
600
– – 0.02% 223
2017
Q4 		$30K Buy
+600
New +$30K 0.02% 236

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

Global Trust Asset Management's ISTB Position: Q1 2025 in Review

Global Trust Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 150 shares — an estimated $7.17K sold.

Global Trust Asset Management first reported a position in ISTB in Q4 2017 and held it in 29 quarters. The position peaked at $187K in Q4 2019. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Global Trust Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 150 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $7.17K.
  • Global Trust Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 29 quarters.
  • Global Trust Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $187K in Q4 2019.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.