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Independent Financial Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-4,135
Closed -$213K – 588
2020
Q3 		$213K Buy
+4,135
New +$213K 0.04% 441

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Independent Financial Group's ISTB Position: Q4 2020 in Review

Independent Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2020, closing a stake of 4,135 shares — an estimated $213K sold.

Independent Financial Group first reported a position in ISTB in Q3 2020 and held it in 1 quarter. The position peaked at $213K in Q3 2020. 314 funds tracked by Wall St. Rank hold ISTB as of Q4 2020.

  • Independent Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 4,135 iShares Core 1-5 Year USD Bond ETF shares in Q4 2020, an estimated $213K.
  • Independent Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and held it in 1 quarter.
  • Independent Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $213K in Q3 2020.
  • 314 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.