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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 		$1K 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

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IHT Wealth Management's ISTB Position: Q3 2025 in Review

IHT Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 4,228 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in ISTB in Q4 2016 and held it in 13 quarters. The position peaked at $239K in Q3 2021. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • IHT Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 4,228 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $206K.
  • IHT Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and held it in 13 quarters.
  • IHT Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $239K in Q3 2021.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.