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

Goldstone Financial Group’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	$1.84M	Sell	37,958 -445	-1%	-$21.7K	0.2%	81
2025 Q4	$1.87M	Buy	38,403 +321	+0.8%	+$15.7K	0.21%	76
2025 Q3	$1.86M	Sell	38,082 -5,463	-13%	-$266K	0.22%	72
2025 Q2	$2.11M	Sell	43,545 -17,749	-29%	-$857K	0.28%	62
2025 Q1	$2.96M	Buy	61,294 +2,343	+4%	+$112K	0.45%	52
2024 Q4	$2.82M	Buy	58,951 +2,916	+5%	+$140K	0.44%	52
2024 Q3	$2.73M	Sell	56,035 -14,511	-21%	-$698K	0.47%	47
2024 Q2	$3.34M	Buy	70,546 +6,505	+10%	+$307K	0.67%	37
2024 Q1	$3.04M	Sell	64,041 -279	-0.4%	-$13.2K	0.7%	36
2023 Q4	$3.06M	Sell	64,320 -11,930	-16%	-$557K	0.79%	33
2023 Q3	$3.54M	Buy	76,250 +680	+0.9%	+$31.6K	1.05%	26
2023 Q2	$3.52M	Sell	75,570 -56,575	-43%	-$2.66M	1.04%	26
2023 Q1	$6.23M	Buy	+132,145	New	+$6.19M	2.05%	12

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T 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