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Newbridge Financial Services Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-8,473
Closed -$414K – 1323
2025
Q3 		$414K Buy
8,473
+4,518
+114% +$220K 0.06% 204
2025
Q2 		$192K Buy
+3,955
New +$191K 0.03% 298

Other funds holding ISTB

AA
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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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Newbridge Financial Services Group's ISTB Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 8,473 shares — an estimated $414K sold.

Newbridge Financial Services Group first reported a position in ISTB in Q2 2025 and held it in 2 quarters. The position peaked at $414K in Q3 2025. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8,473 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $414K.
  • Newbridge Financial Services Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's iShares Core 1-5 Year USD Bond ETF position peaked at $414K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.