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Grey Fox Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Grey Fox Wealth Advisors’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
-355
Closed -$17.3K – 371
2025
Q3 		$17.3K Buy
+355
New +$17.3K ﹤0.01% 350

Other funds holding ISTB

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

Grey Fox Wealth Advisors's ISTB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 355 shares — an estimated $17.3K sold.

Grey Fox Wealth Advisors first reported a position in ISTB in Q3 2025 and held it in 1 quarter. The position peaked at $17.3K in Q3 2025. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 355 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $17.3K.
  • Grey Fox Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $17.3K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.