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PFG Investments’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

PFG Investments’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
Q4 		– Sell
-4,218
Closed -$206K – 1181
2025
Q3 		$206K Buy
+4,218
New +$205K 0.01% 969
2025
Q1 		– Sell
-4,942
Closed -$236K – 1056
2024
Q4 		$236K Sell
4,942
-958
-16% -$46K 0.01% 824
2024
Q3 		$287K Buy
5,900
+91
+2% +$4.38K 0.02% 727
2024
Q2 		$275K Buy
5,809
+29
+0.5% +$1.37K 0.02% 690
2024
Q1 		$274K Sell
5,780
-5,244
-48% -$249K 0.02% 778
2023
Q4 		$524K Sell
11,024
-4,806
-30% -$224K 0.1% 237
2023
Q3 		$734K Sell
15,830
-111
-0.7% -$5.17K 0.14% 163
2023
Q2 		$743K Sell
15,941
-4,774
-23% -$224K 0.13% 170
2023
Q1 		$977K Buy
+20,715
New +$970K 0.2% 111

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return