ORG Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

ORG Partners’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	$3.12K	Hold	64	–	–	﹤0.01%	1356
2025 Q3	$3.12K	Hold	64	–	–	﹤0.01%	1232
2025 Q2	$3.1K	Hold	64	–	–	﹤0.01%	1138
2025 Q1	$3.09K	Sell	64 -357	-85%	-$17.1K	﹤0.01%	1016
2024 Q4	$20.1K	Buy	421 +4	+1%	+$192	﹤0.01%	741
2024 Q3	$20.4K	Sell	417 -206	-33%	-$9.91K	﹤0.01%	673
2024 Q2	$29.5K	Buy	+623	New	+$29.4K	﹤0.01%	974
2024 Q1	–	Sell	-776	Closed	-$37.2K	–	792
2023 Q4	$37.2K	Buy	776 +314	+68%	+$14.7K	0.01%	585
2023 Q3	$21.5K	Sell	462 -350	-43%	-$16.3K	0.01%	679
2023 Q2	$37.8K	Buy	+812	New	+$38.2K	0.01%	732

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ORG Partners's ISTB Position: Q4 2025 in Review

ORG Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q4 2025 at 64 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

ORG Partners first reported a position in ISTB in Q2 2023 and has held it in 10 quarters since. The position peaked at $37.8K in Q2 2023. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

ORG Partners held 64 shares of iShares Core 1-5 Year USD Bond ETF worth $3.12K as of Q4 2025.
ORG Partners left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q4 2025.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1356 holding.
ORG Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $37.8K in Q2 2023.
388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.