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ISTB icon

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

&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
2026
Q1 		$265K Buy
5,477
+79
+1% +$3.85K ﹤0.01% 2069
2025
Q4 		$263K Sell
5,398
-3,561
-40% -$174K ﹤0.01% 1996
2025
Q3 		$438K Sell
8,959
-8,670
-49% -$422K ﹤0.01% 1536
2025
Q2 		$858K Buy
17,629
+6,796
+63% +$328K 0.01% 1060
2025
Q1 		$523K Buy
10,833
+5,775
+114% +$277K 0.01% 1112
2024
Q4 		$242K Sell
5,058
-892
-15% -$42.8K ﹤0.01% 1447
2024
Q3 		$288K Sell
5,950
-1,508
-20% -$72.6K 0.01% 1119
2024
Q2 		$353K Buy
7,458
+1,415
+23% +$66.7K 0.02% 662
2024
Q1 		$287K Buy
6,043
+6
+0.1% +$284 0.04% 375
2023
Q4 		$287K Buy
+6,037
New +$282K 0.07% 218

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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