PWH
ISTB icon

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

Priebe Wealth Holdings’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 		$297K Hold
6,115
– – 0.26% 47
2025
Q1 		$296K Hold
6,115
– – 0.18% 54
2024
Q4 		$292K Hold
6,115
– – 0.2% 48
2024
Q3 		$298K Hold
6,115
– – 0.22% 46
2024
Q2 		$290K Hold
6,115
– – 0.23% 42
2024
Q1 		$290K Hold
6,115
– – 0.23% 39
2023
Q4 		$291K Buy
+6,115
New +$286K 0.24% 45

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
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
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
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Priebe Wealth Holdings's ISTB Position: Q2 2025 in Review

Priebe Wealth Holdings held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2025 at 6,115 shares worth $297K. The position accounts for 0.26% of the portfolio, ranked #47.

Priebe Wealth Holdings first reported a position in ISTB in Q4 2023 and has held it in 7 quarters since. The position peaked at $298K in Q3 2024. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • Priebe Wealth Holdings held 6,115 shares of iShares Core 1-5 Year USD Bond ETF worth $297K as of Q2 2025.
  • Priebe Wealth Holdings left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2025.
  • iShares Core 1-5 Year USD Bond ETF made up 0.26% of Priebe Wealth Holdings's portfolio in Q2 2025, its #47 holding.
  • Priebe Wealth Holdings first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's iShares Core 1-5 Year USD Bond ETF position peaked at $298K in Q3 2024.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.