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

Howe & Rusling’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	–	Sell	-157	Closed	-$7.65K	–	493
2025 Q4	$7.65K	Buy	+157	New	+$7.66K	﹤0.01%	436
2023 Q2	–	Sell	-169	Closed	-$7.97K	–	341
2023 Q1	$7.97K	Hold	169	–	–	﹤0.01%	290
2022 Q4	$7.85K	Sell	169 -198	-54%	-$9.16K	﹤0.01%	286
2022 Q3	$17K	Buy	+367	New	+$17.3K	﹤0.01%	449
2022 Q2	–	Sell	-124	Closed	-$6K	–	1113
2022 Q1	$6K	Buy	+124	New	+$6.13K	﹤0.01%	613

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Howe & Rusling's ISTB Position: Q1 2026 in Review

Howe & Rusling sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 157 shares — an estimated $7.65K sold.

Howe & Rusling first reported a position in ISTB in Q1 2022 and held it in 5 quarters. The position peaked at $17K in Q3 2022. 395 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Howe & Rusling reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 157 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $7.65K.
Howe & Rusling first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 5 quarters.
Howe & Rusling's iShares Core 1-5 Year USD Bond ETF position peaked at $17K in Q3 2022.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.