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O'Shaughnessy Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

O'Shaughnessy Asset 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
2026
Q1 		$1.55K Hold
32
– – ﹤0.01% 2570
2025
Q4 		$1.56K Hold
32
– – ﹤0.01% 2543
2025
Q3 		$1.56K Hold
32
– – ﹤0.01% 2475
2025
Q2 		$1.56K Sell
32
-23
-42% -$1.11K ﹤0.01% 2285
2025
Q1 		$2.66K Buy
+55
New +$2.64K ﹤0.01% 2210
2024
Q4 		– Sell
-32
Closed -$1.54K – 2244
2024
Q3 		$1.54K Hold
32
– – ﹤0.01% 2078
2024
Q2 		$1.52K Sell
32
-420
-93% -$19.8K ﹤0.01% 1920
2024
Q1 		$21.4K Buy
452
+420
+1,313% +$19.9K ﹤0.01% 1724
2023
Q4 		$1.52K Buy
+32
New +$1.49K ﹤0.01% 1704

Other funds holding ISTB

AA
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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
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
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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