HGERS
ISTB icon

Householder Group Estate & Retirement Specialist’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-532
Closed -$25K – 864
2024
Q3 		$25K Hold
532
– – 0.01% 630
2024
Q2 		$25K Hold
532
– – 0.01% 628
2024
Q1 		$25.2K Hold
532
– – 0.01% 620
2023
Q4 		$25K Sell
532
-118
-18% -$5.51K 0.01% 590
2023
Q3 		$30.1K Buy
+650
New +$30.3K 0.01% 551
2023
Q1 		$76K Buy
+1,611
New +$75.4K 0.03% 359

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ISTB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 532 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in ISTB in Q1 2023 and held it in 6 quarters. The position peaked at $76K in Q1 2023. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 532 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $25K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Core 1-5 Year USD Bond ETF position peaked at $76K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.