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

Iron Horse 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 Q2	$251	Hold	5	–	–	﹤0.01%	562
2025 Q1	$247	Hold	5	–	–	﹤0.01%	572
2024 Q4	$242	Hold	5	–	–	﹤0.01%	482
2024 Q3	$243	Hold	5	–	–	﹤0.01%	481
2024 Q2	$234	Hold	5	–	–	﹤0.01%	460
2024 Q1	$232	Hold	5	–	–	﹤0.01%	446
2023 Q4	$232	Hold	5	–	–	﹤0.01%	476
2023 Q3	$223	Hold	5	–	–	﹤0.01%	486
2023 Q2	$223	Buy	5 +1	+25%	+$47	﹤0.01%	299
2023 Q1	$224	Hold	4	–	–	﹤0.01%	332
2022 Q4	$0	Buy	+4	New	+$185	﹤0.01%	259
2022 Q2	–	Sell	-2	Closed	–	–	286
2022 Q1	$0	Hold	2	–	–	﹤0.01%	241
2021 Q4	$0	Hold	2	–	–	﹤0.01%	230
2021 Q3	$0	Hold	2	–	–	﹤0.01%	219
2021 Q2	$0	Hold	2	–	–	﹤0.01%	198
2021 Q1	$0	Hold	2	–	–	﹤0.01%	190
2020 Q4	$0	Buy	+2	New	+$103	﹤0.01%	178

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Iron Horse Wealth Management's ISTB Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2025 at 5 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Iron Horse Wealth Management first reported a position in ISTB in Q4 2020 and has held it in 17 quarters since. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

Iron Horse Wealth Management held 5 shares of iShares Core 1-5 Year USD Bond ETF worth $251 as of Q2 2025.
Iron Horse Wealth Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2025.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #562 holding.
Iron Horse Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 17 quarters since.
384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.