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

IHT Wealth Management’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 Q3	–	Sell	-4,228	Closed	-$206K	–	1201
2025 Q2	$206K	Buy	4,228 +68	+2%	+$3.28K	0.01%	1081
2025 Q1	$201K	Buy	+4,160	New	+$200K	0.01%	1039
2024 Q4	–	Sell	-4,321	Closed	-$210K	–	1148
2024 Q3	$210K	Buy	+4,321	New	+$208K	0.01%	1075
2022 Q1	–	Sell	-4,163	Closed	-$210K	–	813
2021 Q4	$210K	Sell	4,163 -509	-11%	-$25.8K	0.02%	737
2021 Q3	$239K	Buy	4,672 +366	+8%	+$18.8K	0.02%	677
2021 Q2	$221K	Buy	+4,306	New	+$221K	0.01%	830
2021 Q1	–	Sell	-4,002	Closed	-$207K	–	853
2020 Q4	$207K	Buy	+4,002	New	+$206K	0.02%	682
2018 Q2	–	Sell	-664	Closed	-$33K	–	889
2018 Q1	$33K	Hold	664	–	–	0.01%	811
2017 Q4	$33K	Sell	664 -116	-15%	-$5.8K	0.01%	830
2017 Q3	$39K	Hold	780	–	–	0.02%	588
2017 Q2	$1	Hold	780	–	–	﹤0.01%	1319
2017 Q1	$39K	Buy	780 +444	+132%	+$22.2K	0.03%	481
2016 Q4	$17K	Buy	+336	New	+$16.9K	0.01%	683

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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return