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

Greenberg 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
2025
Q4 		$2.24M Buy
+46,000
New +$2.24M 0.92% 24
2025
Q2 		$2.37M Buy
49,069
+2,221
+5% +$107K 0.88% 22
2025
Q1 		$2.27M Buy
+46,848
New +$2.25M 0.94% 24

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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Greenberg Financial Group's ISTB Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025: 46,000 shares worth $2.24M. The stake represents 0.92% of the portfolio and ranks #24 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in ISTB as recently as Q2 2025.

Greenberg Financial Group first reported a position in ISTB in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q2 2025. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Greenberg Financial Group held 46,000 shares of iShares Core 1-5 Year USD Bond ETF worth $2.24M as of Q4 2025.
  • iShares Core 1-5 Year USD Bond ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares Core 1-5 Year USD Bond ETF made up 0.92% of Greenberg Financial Group's portfolio in Q4 2025, its #24 holding.
  • Greenberg Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $2.37M in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.