PWS
ISTB icon

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

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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Peterson Wealth Services's ISTB Position: Q1 2025 in Review

Peterson Wealth Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 3,135 shares — an estimated $150K sold.

Peterson Wealth Services first reported a position in ISTB in Q4 2021 and held it in 11 quarters. The position peaked at $452K in Q2 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Peterson Wealth Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 3,135 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $150K.
  • Peterson Wealth Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 11 quarters.
  • Peterson Wealth Services's iShares Core 1-5 Year USD Bond ETF position peaked at $452K in Q2 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.