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Grimes & Company’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Grimes & Company’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
Q1 		– Sell
-12,573
Closed -$601K – 391
2024
Q4 		$601K Buy
+12,573
New +$603K 0.02% 234

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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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Grimes & Company's ISTB Position: Q1 2025 in Review

Grimes & Company sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 12,573 shares — an estimated $601K sold.

Grimes & Company first reported a position in ISTB in Q4 2024 and held it in 1 quarter. The position peaked at $601K in Q4 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Grimes & Company reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Grimes & Company sold 12,573 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $601K.
  • Grimes & Company first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Grimes & Company's iShares Core 1-5 Year USD Bond ETF position peaked at $601K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Grimes & Company's 13F filing for Q1 2025, filed 17 Apr 2025.