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Michael A Dubis Financial Planning’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$882K Sell
18,245
-170
-0.9% -$8.16K 0.86% 24
2024
Q4 		$880K Buy
+18,415
New +$884K 0.85% 23

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Michael A Dubis Financial Planning's ISTB Position: Q1 2025 in Review

Michael A Dubis Financial Planning reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.92% in Q1 2025, selling an estimated $8.16K and leaving 18,245 shares worth $882K. The position accounts for 0.86% of the portfolio, ranked #24.

Michael A Dubis Financial Planning first reported a position in ISTB in Q4 2024 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Michael A Dubis Financial Planning held 18,245 shares of iShares Core 1-5 Year USD Bond ETF worth $882K as of Q1 2025.
  • Michael A Dubis Financial Planning sold 170 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $8.16K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.86% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #24 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.