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Private Trust Company’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Private Trust Company’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
-6,798
Closed -$325K – 2517
2024
Q4 		$325K Buy
+6,798
New +$326K 0.03% 521
2023
Q2 		– Sell
-2,135
Closed -$101K – 2333
2023
Q1 		$101K Hold
2,135
– – 0.01% 764
2022
Q4 		$99K Hold
2,135
– – 0.01% 735
2022
Q3 		$98K Hold
2,135
– – 0.02% 685
2022
Q2 		$101K Buy
+2,135
New +$102K 0.02% 691

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

Private Trust Company's ISTB Position: Q1 2025 in Review

Private Trust Company sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 6,798 shares — an estimated $325K sold.

Private Trust Company first reported a position in ISTB in Q2 2022 and held it in 5 quarters. The position peaked at $325K in Q4 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Private Trust Company reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 6,798 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $325K.
  • Private Trust Company first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 5 quarters.
  • Private Trust Company's iShares Core 1-5 Year USD Bond ETF position peaked at $325K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.