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

Northwest Capital 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
Q4 		– Sell
-10,655
Closed -$520K – 157
2025
Q3 		$520K Sell
10,655
-411
-4% -$20K 0.55% 47
2025
Q2 		$538K Buy
11,066
+423
+4% +$20.4K 0.29% 80
2025
Q1 		$515K Hold
10,643
– – 0.21% 80
2024
Q4 		$508K Hold
10,643
– – 0.22% 70
2024
Q3 		$518K Hold
10,643
– – 0.19% 66
2024
Q2 		$504K Buy
10,643
+632
+6% +$29.8K 0.18% 67
2024
Q1 		$475K Buy
10,011
+1,264
+14% +$59.9K 0.15% 77
2023
Q4 		$416K Buy
8,747
+891
+11% +$41.6K 0.14% 78
2023
Q3 		$364K Hold
7,856
– – 0.14% 74
2023
Q2 		$366K Hold
7,856
– – 0.15% 76
2023
Q1 		$370K Buy
7,856
+197
+3% +$9.22K 0.18% 71
2022
Q4 		$356K Sell
7,659
-7,603
-50% -$352K 0.19% 70
2022
Q3 		$704K Sell
15,262
-2,173
-12% -$103K 0.41% 47
2022
Q2 		$826K Buy
17,435
+6,772
+64% +$323K 0.43% 42
2022
Q1 		$517K Sell
10,663
-2,830
-21% -$140K 0.24% 52
2021
Q4 		$670K Buy
13,493
+356
+3% +$18K 0.32% 46
2021
Q3 		$667K Hold
13,137
– – 0.35% 38
2021
Q2 		$675K Sell
13,137
-7,603
-37% -$390K 0.38% 37
2021
Q1 		$1.06M Buy
20,740
+488
+2% +$25.1K 0.77% 23
2020
Q4 		$1.05M Buy
20,252
+893
+5% +$46K 0.78% 24
2020
Q3 		$998K Buy
19,359
+594
+3% +$30.6K 0.83% 22
2020
Q2 		$966K Buy
18,765
+1,466
+8% +$74.9K 0.85% 22
2020
Q1 		$874K Buy
17,299
+2,014
+13% +$102K 0.87% 23
2019
Q4 		$770K Buy
15,285
+3,988
+35% +$201K 0.7% 25
2019
Q3 		$571K Buy
11,297
+4,080
+57% +$206K 0.6% 27
2019
Q2 		$364K Hold
7,217
– – 0.4% 42
2019
Q1 		$360K Buy
+7,217
New +$357K 0.43% 42

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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northwest Capital Management's ISTB Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 10,655 shares — an estimated $520K sold.

Northwest Capital Management first reported a position in ISTB in Q1 2019 and held it in 27 quarters. The position peaked at $1.06M in Q1 2021. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Northwest Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 10,655 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $520K.
  • Northwest Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and held it in 27 quarters.
  • Northwest Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.06M in Q1 2021.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.