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

Hill Island Financial’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	$968K	Buy	19,983 +16	+0.1%	+$779	0.24%	35
2025 Q4	$973K	Sell	19,967 -2,879	-13%	-$140K	0.23%	35
2025 Q3	$1.12M	Sell	22,846 -1,174	-5%	-$57.1K	0.28%	31
2025 Q2	$1.17M	Sell	24,020 -2,653	-10%	-$128K	0.33%	27
2025 Q1	$1.29M	Sell	26,673 -4,139	-13%	-$199K	0.38%	23
2024 Q4	$1.47M	Buy	30,812 +1,838	+6%	+$88.2K	0.43%	29
2024 Q3	$1.41M	Sell	28,974 -129	-0.4%	-$6.21K	0.43%	23
2024 Q2	$1.38M	Buy	29,103 +3,906	+16%	+$184K	0.45%	24
2024 Q1	$1.2M	Buy	25,197 +2,256	+10%	+$107K	0.39%	24
2023 Q4	$1.09M	Sell	22,941 -3,675	-14%	-$172K	0.37%	25
2023 Q3	$1.23M	Sell	26,616 -730	-3%	-$34K	0.49%	22
2023 Q2	$1.28M	Buy	27,346 +1,370	+5%	+$64.4K	0.48%	23
2023 Q1	$1.23M	Buy	25,976 +4,418	+20%	+$207K	0.49%	24
2022 Q4	$1M	Buy	21,558 +6,072	+39%	+$281K	0.43%	26
2022 Q3	$714K	Buy	15,486 +254	+2%	+$12K	0.33%	26
2022 Q2	$722K	Buy	15,232 +1,327	+10%	+$63.3K	0.32%	27
2022 Q1	$674K	Sell	13,905 -6,030	-30%	-$298K	0.25%	30
2021 Q4	$1M	Buy	+19,935	New	+$1.01M	0.36%	29

Other funds holding ISTB

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

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 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