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Legacy Private Trust’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Legacy Private Trust’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 		– Sell
-75,126
Closed -$3.63M – 251
2025
Q1 		$3.63M Hold
75,126
– – 0.25% 77
2024
Q4 		$3.59M Buy
75,126
+17,476
+30% +$839K 0.23% 84
2024
Q3 		$2.81M Sell
57,650
-2,908
-5% -$140K 0.19% 98
2024
Q2 		$2.87M Buy
60,558
+2,665
+5% +$126K 0.2% 87
2024
Q1 		$2.75M Hold
57,893
– – 0.2% 94
2023
Q4 		$2.75M Buy
+57,893
New +$2.7M 0.22% 89
2022
Q4 		– Sell
-11,742
Closed -$541K – 228
2022
Q3 		$541K Sell
11,742
-1,020
-8% -$48.1K 0.05% 162
2022
Q2 		$605K Buy
12,762
+1,274
+11% +$60.8K 0.05% 158
2022
Q1 		$557K Buy
+11,488
New +$567K 0.04% 182
2021
Q4 		– Sell
-30,252
Closed -$1.54M – 233
2021
Q3 		$1.54M Sell
30,252
-13,481
-31% -$691K 0.13% 122
2021
Q2 		$2.24M Buy
43,733
+257
+0.6% +$13.2K 0.19% 97
2021
Q1 		$2.23M Buy
43,476
+2,092
+5% +$108K 0.2% 96
2020
Q4 		$2.14M Buy
41,384
+13,771
+50% +$709K 0.2% 97
2020
Q3 		$1.42M Sell
27,613
-3,245
-11% -$167K 0.15% 107
2020
Q2 		$1.59M Sell
30,858
-8,949
-22% -$457K 0.18% 101
2020
Q1 		$2.01M Sell
39,807
-10,271
-21% -$518K 0.26% 86
2019
Q4 		$2.52M Sell
50,078
-70,678
-59% -$3.56M 0.26% 88
2019
Q3 		$6.1M Sell
120,756
-94,020
-44% -$4.74M 0.68% 42
2019
Q2 		$10.8M Sell
214,776
-350,927
-62% -$17.5M 1.23% 20
2019
Q1 		$28.2M Sell
565,703
-169,811
-23% -$8.39M 3.35% 3
2018
Q4 		$36.1M Buy
+735,514
New +$35.9M 4.66% 1

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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Private Trust's ISTB Position: Q2 2025 in Review

Legacy Private Trust sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 75,126 shares — an estimated $3.63M sold.

Legacy Private Trust first reported a position in ISTB in Q4 2018 and held it in 21 quarters. The position peaked at $36.1M in Q4 2018. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Legacy Private Trust reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Private Trust sold 75,126 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $3.63M.
  • Legacy Private Trust first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 21 quarters.
  • Legacy Private Trust's iShares Core 1-5 Year USD Bond ETF position peaked at $36.1M in Q4 2018.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Legacy Private Trust's 13F filing for Q2 2025, filed 8 Jul 2025.