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

Larson 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
2025
Q4 		– Sell
-15
Closed -$733 – 3571
2025
Q3 		$733 Hold
15
– – ﹤0.01% 3007
2025
Q2 		$730 Buy
+15
New +$724 ﹤0.01% 2748
2024
Q4 		– Sell
-1,012
Closed -$49.3K – 2836
2024
Q3 		$49.3K Hold
1,012
– – ﹤0.01% 916
2024
Q2 		$47.9K Buy
1,012
+804
+387% +$37.9K ﹤0.01% 823
2024
Q1 		$9.89K Buy
208
+1
+0.5% +$47 ﹤0.01% 1046
2023
Q4 		$9.85K Buy
207
+2
+1% +$93 ﹤0.01% 1020
2023
Q3 		$9.5K Buy
205
+2
+1% +$93 ﹤0.01% 1009
2023
Q2 		$9.48K Buy
203
+1
+0.5% +$47 ﹤0.01% 949
2023
Q1 		$9.52K Buy
202
+1
+0.5% +$47 ﹤0.01% 934
2022
Q4 		$9.33K Sell
201
-42
-17% -$1.94K ﹤0.01% 880
2022
Q3 		$11K Buy
243
+1
+0.4% +$47 ﹤0.01% 774
2022
Q2 		$11K Buy
242
+44
+22% +$2.1K ﹤0.01% 692
2022
Q1 		$10K Buy
198
+1
+0.5% +$49 ﹤0.01% 659
2021
Q4 		$10K Buy
197
+1
+0.5% +$51 ﹤0.01% 687
2021
Q3 		$10K Buy
196
+1
+0.5% +$51 ﹤0.01% 593
2021
Q2 		$10K Buy
195
+1
+0.5% +$51 ﹤0.01% 558
2021
Q1 		$10K Sell
194
-1,082
-85% -$55.7K ﹤0.01% 546
2020
Q4 		$66K Sell
1,276
-29
-2% -$1.49K 0.02% 179
2020
Q3 		$67K Buy
1,305
+792
+154% +$40.8K 0.03% 162
2020
Q2 		$26K Buy
513
+42
+9% +$2.15K 0.01% 258
2020
Q1 		$24K Buy
471
+62
+15% +$3.13K 0.02% 211
2019
Q4 		$21K Hold
409
– – 0.01% 219
2019
Q3 		$21K Buy
409
+121
+42% +$6.1K 0.01% 212
2019
Q2 		$15K Buy
288
+25
+10% +$1.25K 0.01% 210
2019
Q1 		$13K Sell
263
-243
-48% -$12K 0.01% 212
2018
Q4 		$25K Buy
+506
New +$24.7K 0.02% 144

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Larson Financial Group's ISTB Position: Q4 2025 in Review

Larson Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 15 shares — an estimated $733 sold.

Larson Financial Group first reported a position in ISTB in Q4 2018 and held it in 26 quarters. The position peaked at $67K in Q3 2020. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Larson Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 15 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $733.
  • Larson Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 26 quarters.
  • Larson Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $67K in Q3 2020.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.