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NWAM LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

NWAM LLC’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 		– Sell
-27,065
Closed -$1.32M – 652
2025
Q4 		$1.32M Sell
27,065
-776
-3% -$37.9K 0.07% 234
2025
Q3 		$1.36M Buy
27,841
+596
+2% +$29K 0.07% 236
2025
Q2 		$1.32M Buy
27,245
+184
+0.7% +$8.88K 0.08% 230
2025
Q1 		$1.31M Buy
27,061
+206
+0.8% +$9.89K 0.11% 173
2024
Q4 		$1.28M Sell
26,855
-502
-2% -$24.1K 0.08% 226
2024
Q3 		$1.33M Buy
+27,357
New +$1.32M 0.08% 220
2024
Q2 		– Sell
-26,544
Closed -$1.25M – 338
2024
Q1 		$1.25M Sell
26,544
-813
-3% -$38.5K 0.1% 190
2023
Q4 		$1.3M Buy
27,357
+545
+2% +$25.4K 0.1% 190
2023
Q3 		$1.24M Buy
26,812
+277
+1% +$12.9K 0.13% 162
2023
Q2 		$1.24M Sell
26,535
-2,952
-10% -$139K 0.1% 194
2023
Q1 		$1.39M Buy
29,487
+25,169
+583% +$1.18M 0.14% 151
2022
Q4 		$201K Sell
4,318
-21,586
-83% -$999K 0.02% 494
2022
Q3 		$1.19M Sell
25,904
-9,077
-26% -$428K 0.11% 179
2022
Q2 		$1.66M Hold
34,981
– – 0.15% 134
2022
Q1 		$1.7M Sell
34,981
-562
-2% -$27.8K 0.13% 160
2021
Q4 		$1.79M Buy
35,543
+207
+0.6% +$10.5K 0.14% 161
2021
Q3 		$1.8M Sell
35,336
-3,188
-8% -$163K 0.16% 138
2021
Q2 		$1.98M Sell
38,524
-81
-0.2% -$4.16K 0.18% 129
2021
Q1 		$1.98M Sell
38,605
-9,023
-19% -$465K 0.2% 126
2020
Q4 		$2.46M Sell
47,628
-6,197
-12% -$319K 0.28% 87
2020
Q3 		$2.77M Buy
+53,825
New +$2.78M 0.46% 65
2019
Q4 		– Sell
-4,384
Closed -$221K – 418
2019
Q3 		$221K Buy
+4,384
New +$221K 0.04% 340

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
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
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
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

NWAM LLC's ISTB Position: Q1 2026 in Review

NWAM LLC sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 27,065 shares — an estimated $1.32M sold.

NWAM LLC first reported a position in ISTB in Q3 2019 and held it in 22 quarters. The position peaked at $2.77M in Q3 2020. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • NWAM LLC reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • NWAM LLC sold 27,065 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $1.32M.
  • NWAM LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and held it in 22 quarters.
  • NWAM LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $2.77M in Q3 2020.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.