IWA
ISTB icon

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

Icon 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
Q1 		– Sell
-3,565
Closed -$170K – 508
2024
Q4 		$170K Buy
+3,565
New +$171K 0.01% 404

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
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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Icon Wealth Advisors's ISTB Position: Q1 2025 in Review

Icon Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 3,565 shares — an estimated $170K sold.

Icon Wealth Advisors first reported a position in ISTB in Q4 2024 and held it in 1 quarter. The position peaked at $170K in Q4 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Icon Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,565 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $170K.
  • Icon Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $170K 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 Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.