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

Modera 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
2025
Q1 		– Sell
-4,754
Closed -$227K – 623
2024
Q4 		$227K Sell
4,754
-1,075
-18% -$51.6K ﹤0.01% 571
2024
Q3 		$284K Sell
5,829
-581
-9% -$28K ﹤0.01% 500
2024
Q2 		$304K Buy
6,410
+55
+0.9% +$2.59K ﹤0.01% 474
2024
Q1 		$301K Sell
6,355
-1,457
-19% -$69.1K ﹤0.01% 479
2023
Q4 		$372K Buy
7,812
+77
+1% +$3.6K 0.01% 426
2023
Q3 		$359K Sell
7,735
-9,057
-54% -$422K 0.01% 418
2023
Q2 		$783K Buy
+16,792
New +$789K 0.01% 315
2022
Q4 		– Sell
-8,557
Closed -$394K – 356
2022
Q3 		$394K Sell
8,557
-724
-8% -$34.2K 0.02% 211
2022
Q2 		$440K Sell
9,281
-1,116
-11% -$53.3K 0.02% 207
2022
Q1 		$504K Hold
10,397
– – 0.02% 209
2021
Q4 		$524K Buy
+10,397
New +$527K 0.02% 265

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

Modera Wealth Management's ISTB Position: Q1 2025 in Review

Modera Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 4,754 shares — an estimated $227K sold.

Modera Wealth Management first reported a position in ISTB in Q4 2021 and held it in 11 quarters. The position peaked at $783K in Q2 2023. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Modera Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Modera Wealth Management sold 4,754 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $227K.
  • Modera Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 11 quarters.
  • Modera Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $783K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.