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Prime Capital Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Prime Capital Investment Advisors’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 		$222K Hold
4,590
– – ﹤0.01% 943
2025
Q4 		$224K Hold
4,590
– – ﹤0.01% 926
2025
Q3 		$224K Hold
4,590
– – ﹤0.01% 905
2025
Q2 		$223K Buy
4,590
+199
+5% +$9.6K ﹤0.01% 865
2025
Q1 		$212K Sell
4,391
-100
-2% -$4.8K ﹤0.01% 961
2024
Q4 		$215K Hold
4,491
– – ﹤0.01% 839
2024
Q3 		$219K Buy
4,491
+91
+2% +$4.38K ﹤0.01% 834
2024
Q2 		$208K Hold
4,400
– – ﹤0.01% 846
2024
Q1 		$209K Hold
4,400
– – ﹤0.01% 915
2023
Q4 		$209K Hold
4,400
– – ﹤0.01% 868
2023
Q3 		$204K Hold
4,400
– – ﹤0.01% 679
2023
Q2 		$205K Buy
+4,400
New +$207K ﹤0.01% 703
2018
Q4 		– Sell
-6,945
Closed -$340K – 391
2018
Q3 		$340K Buy
6,945
+15
+0.2% +$735 0.11% 108
2018
Q2 		$340K Hold
6,930
– – 0.14% 106
2018
Q1 		$342K Buy
+6,930
New +$343K 0.24% 77

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