PSFG
ISTB icon

Park Square Financial Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Park Square Financial Group’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
Q2 		– Sell
-206
Closed -$9.96K – 1031
2025
Q1 		$9.96K Hold
206
– – 0.01% 599
2024
Q4 		$9.84K Buy
+206
New +$9.89K 0.01% 587

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Square Financial Group's ISTB Position: Q2 2025 in Review

Park Square Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 206 shares — an estimated $9.96K sold.

Park Square Financial Group first reported a position in ISTB in Q4 2024 and held it in 2 quarters. The position peaked at $9.96K in Q1 2025. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Park Square Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 206 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $9.96K.
  • Park Square Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $9.96K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.