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

Nova 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
-15
Closed -$717 – 561
2024
Q4 		$717 Buy
+15
New +$720 ﹤0.01% 346

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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

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

Nova Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 15 shares — an estimated $717 sold.

Nova Wealth Management first reported a position in ISTB in Q4 2024 and held it in 1 quarter. The position peaked at $717 in Q4 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Nova Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Nova Wealth Management sold 15 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $717.
  • Nova Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Nova Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $717 in Q4 2024.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Nova Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.