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GPS Wealth Strategies Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-520
Closed -$25.4K – 1064
2025
Q3 		$25.4K Buy
520
+1
+0.2% +$49 ﹤0.01% 835
2025
Q2 		$25.3K Buy
519
+1
+0.2% +$48 ﹤0.01% 798
2025
Q1 		$25.1K Buy
518
+1
+0.2% +$48 ﹤0.01% 775
2024
Q4 		$24.7K Sell
517
-54
-9% -$2.59K ﹤0.01% 741
2024
Q3 		$27.8K Buy
571
+91
+19% +$4.38K ﹤0.01% 719
2024
Q2 		$22.7K Buy
+480
New +$22.6K ﹤0.01% 733

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return