Main Street Financial Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Main Street Financial Solutions’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	$639K	Sell	13,108 -634	-5%	-$30.9K	0.05%	292
2025 Q3	$671K	Buy	+13,742	New	+$668K	0.04%	323
2021 Q1	–	Sell	-6,555	Closed	-$339K	–	421
2020 Q4	$339K	Buy	+6,555	New	+$338K	0.07%	265

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Main Street Financial Solutions's ISTB Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.6% in Q4 2025, selling an estimated $30.9K and leaving 13,108 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #292.

Main Street Financial Solutions first reported a position in ISTB in Q4 2020 and has held it in 3 quarters since. The position peaked at $671K in Q3 2025. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

Main Street Financial Solutions held 13,108 shares of iShares Core 1-5 Year USD Bond ETF worth $639K as of Q4 2025.
Main Street Financial Solutions sold 634 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $30.9K.
iShares Core 1-5 Year USD Bond ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q4 2025, its #292 holding.
Main Street Financial Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 3 quarters since.
Main Street Financial Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $671K in Q3 2025.
388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.