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Money Concepts Capital’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Money Concepts Capital’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
2026
Q1 		$258K Sell
5,316
-676
-11% -$32.9K 0.01% 493
2025
Q4 		$292K Hold
5,992
– – 0.02% 436
2025
Q3 		$293K Hold
5,992
– – 0.02% 393
2025
Q2 		$292K Hold
5,992
– – 0.02% 381
2025
Q1 		$290K Buy
5,992
+20
+0.3% +$960 0.02% 360
2024
Q4 		$285K Buy
5,972
+676
+13% +$32.4K 0.02% 353
2024
Q3 		$258K Buy
5,296
+665
+14% +$32K 0.02% 361
2024
Q2 		$219K Sell
4,631
-152
-3% -$7.17K 0.02% 362
2024
Q1 		$227K Buy
+4,783
New +$227K 0.02% 360
2023
Q3 		– Sell
-19,756
Closed -$921K – 366
2023
Q2 		$921K Buy
+19,756
New +$928K 0.09% 207
2023
Q1 		– Sell
-27,905
Closed -$1.3M – 1712
2022
Q4 		$1.3M Sell
27,905
-1,962
-7% -$90.8K 0.06% 250
2022
Q3 		$1.38M Buy
29,867
+722
+2% +$34.1K 0.08% 198
2022
Q2 		$1.39M Buy
29,145
+1,865
+7% +$89K 0.12% 170
2022
Q1 		$1.32M Buy
27,280
+8,921
+49% +$441K 0.07% 253
2021
Q4 		$926K Buy
+18,359
New +$930K 0.08% 218
2021
Q1 		$712K Buy
13,874
+8,607
+163% +$443K 0.06% 262
2020
Q4 		$272K Buy
+5,267
New +$271K 0.03% 371

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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