MWM
ISTB icon

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

Maltin 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
2024
Q3 		– Sell
-5,310
Closed -$252K – 126
2024
Q2 		$252K Sell
5,310
-13,905
-72% -$656K 0.14% 105
2024
Q1 		$912K Buy
19,215
+314
+2% +$14.9K 0.51% 54
2023
Q4 		$899K Sell
18,901
-6,641
-26% -$310K 0.57% 58
2023
Q3 		$1.18M Sell
25,542
-2,169
-8% -$101K 0.83% 42
2023
Q2 		$1.29M Sell
27,711
-1,205
-4% -$56.6K 0.91% 37
2023
Q1 		$1.36M Buy
+28,916
New +$1.35M 0.98% 38

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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 $1.16B AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return