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

Golden State Wealth 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
2026
Q1 		$32.9K Buy
679
+2
+0.3% +$97 ﹤0.01% 793
2025
Q4 		$33K Buy
677
+5
+0.7% +$244 ﹤0.01% 791
2025
Q3 		$32.9K Buy
672
+3
+0.4% +$146 ﹤0.01% 781
2025
Q2 		$32.6K Sell
669
-10
-1% -$483 ﹤0.01% 746
2025
Q1 		$32.9K Buy
679
+2
+0.3% +$96 ﹤0.01% 688
2024
Q4 		$32.4K Buy
+677
New +$32.5K ﹤0.01% 658
2020
Q4 		– Sell
-1,484
Closed -$77K – 326
2020
Q3 		$77K Buy
+1,484
New +$76.5K 0.03% 290
2020
Q2 		– Sell
-1,148
Closed -$58K – 545
2020
Q1 		$58K Buy
+1,148
New +$57.9K 0.03% 337
2019
Q4 		– Sell
-1,148
Closed -$58K – 489
2019
Q3 		$58K Buy
1,148
+3
+0.3% +$151 0.02% 395
2019
Q2 		$57K Buy
1,145
+2
+0.2% +$100 0.02% 424
2019
Q1 		$57K Buy
+1,143
New +$56.5K 0.02% 412

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AA
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Jones Financial Companies
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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
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