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

Intrua Financial’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
2024
Q2 		– Sell
-4,267
Closed -$202K – 414
2024
Q1 		$202K Sell
4,267
-1,725
-29% -$81.8K 0.03% 402
2023
Q4 		$285K Sell
5,992
-3,747
-38% -$175K 0.04% 323
2023
Q3 		$452K Sell
9,739
-145
-1% -$6.75K 0.08% 210
2023
Q2 		$461K Sell
9,884
-687
-6% -$32.3K 0.08% 212
2023
Q1 		$499K Sell
10,571
-7,738
-42% -$362K 0.1% 183
2022
Q4 		$864K Sell
18,309
-7,492
-29% -$347K 0.2% 121
2022
Q3 		$1.19M Sell
25,801
-2,576
-9% -$122K 0.32% 70
2022
Q2 		$1.34M Sell
28,377
-2,219
-7% -$106K 0.29% 76
2022
Q1 		$1.48M Sell
30,596
-739
-2% -$36.5K 0.27% 77
2021
Q4 		$1.58M Buy
31,335
+1,118
+4% +$56.6K 0.28% 81
2021
Q3 		$1.53M Buy
30,217
+202
+0.7% +$10.4K 0.28% 82
2021
Q2 		$1.54M Buy
30,015
+9,790
+48% +$502K 0.37% 61
2021
Q1 		$1.04M Buy
+20,225
New +$1.04M 0.26% 86

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Intrua Financial's ISTB Position: Q2 2024 in Review

Intrua Financial sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 4,267 shares — an estimated $202K sold.

Intrua Financial first reported a position in ISTB in Q1 2021 and held it in 13 quarters. The position peaked at $1.58M in Q4 2021. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Intrua Financial reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Intrua Financial sold 4,267 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $202K.
  • Intrua Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 13 quarters.
  • Intrua Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $1.58M in Q4 2021.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.