Peterson Wealth Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Peterson Wealth Services’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 Q1	–	Sell	-3,135	Closed	-$150K	–	218
2024 Q4	$150K	Sell	3,135 -167	-5%	-$8.02K	0.05%	131
2024 Q3	$161K	Buy	+3,302	New	+$159K	0.05%	134
2024 Q2	–	Sell	-4,528	Closed	-$215K	–	113
2024 Q1	$215K	Sell	4,528 -16	-0.4%	-$759	0.08%	110
2023 Q4	$216K	Buy	+4,544	New	+$212K	0.09%	96
2023 Q3	–	Sell	-4,967	Closed	-$232K	–	79
2023 Q2	$232K	Sell	4,967 -460	-8%	-$21.6K	0.11%	86
2023 Q1	$256K	Sell	5,427 -150	-3%	-$7.02K	0.13%	84
2022 Q4	$259K	Sell	5,577 -3,509	-39%	-$162K	0.15%	78
2022 Q3	$419K	Sell	9,086 -445	-5%	-$21K	0.3%	67
2022 Q2	$452K	Buy	9,531 +2,000	+27%	+$95.5K	0.33%	65
2022 Q1	$365K	Buy	7,531 +1,702	+29%	+$84.1K	0.22%	70
2021 Q4	$294K	Buy	+5,829	New	+$295K	0.2%	73

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return