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MJP Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MJP Associates’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 		– Sell
-128,076
Closed -$6.12M – 241
2024
Q4 		$6.12M Buy
128,076
+4,339
+4% +$208K 1.1% 19
2024
Q3 		$6.02M Buy
123,737
+10,025
+9% +$483K 1.14% 16
2024
Q2 		$5.39M Buy
113,712
+10,481
+10% +$494K 1.12% 18
2024
Q1 		$4.9M Buy
103,231
+78,865
+324% +$3.74M 1.07% 20
2023
Q4 		$1.16M Sell
24,366
-3,890
-14% -$182K 0.31% 33
2023
Q3 		$1.31M Sell
28,256
-5,440
-16% -$253K 0.38% 26
2023
Q2 		$1.57M Buy
33,696
+3,071
+10% +$144K 0.51% 24
2023
Q1 		$1.44M Buy
30,625
+2,498
+9% +$117K 0.44% 24
2022
Q4 		$1.31M Sell
28,127
-38,938
-58% -$1.8M 0.38% 33
2022
Q3 		$3.09M Sell
67,065
-387,853
-85% -$18.3M 0.92% 15
2022
Q2 		$21.6M Buy
+454,918
New +$21.7M 6.05% 6

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 $1.16B AUM 19.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

MJP Associates's ISTB Position: Q1 2025 in Review

MJP Associates sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 128,076 shares — an estimated $6.12M sold.

MJP Associates first reported a position in ISTB in Q2 2022 and held it in 11 quarters. The position peaked at $21.6M in Q2 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • MJP Associates reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MJP Associates sold 128,076 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $6.12M.
  • MJP Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 11 quarters.
  • MJP Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $21.6M in Q2 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.