RK
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Rather & Kittrell’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rather & Kittrell’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 		$799K Buy
16,488
+139
+0.9% +$6.77K 0.12% 59
2025
Q4 		$797K Sell
16,349
-378
-2% -$18.4K 0.13% 58
2025
Q3 		$817K Sell
16,727
-7,588
-31% -$369K 0.14% 54
2025
Q2 		$1.18M Sell
24,315
-1,557
-6% -$75.1K 0.23% 36
2025
Q1 		$1.25M Buy
25,872
+65
+0.3% +$3.12K 0.27% 34
2024
Q4 		$1.23M Sell
25,807
-4,540
-15% -$218K 0.29% 34
2024
Q3 		$1.48M Buy
30,347
+2,899
+11% +$140K 0.36% 30
2024
Q2 		$1.3M Buy
27,448
+1
+0% +$47 0.36% 32
2024
Q1 		$1.3M Sell
27,447
-2,072
-7% -$98.2K 0.39% 33
2023
Q4 		$1.4M Sell
29,519
-1,170
-4% -$54.6K 0.49% 29
2023
Q3 		$1.42M Sell
30,689
-2,448
-7% -$114K 0.57% 25
2023
Q2 		$1.55M Sell
33,137
-2,093
-6% -$98.3K 0.65% 26
2023
Q1 		$1.66M Sell
35,230
-1,605
-4% -$75.1K 0.76% 24
2022
Q4 		$1.71M Sell
36,835
-8,234
-18% -$381K 0.91% 23
2022
Q3 		$2.08M Sell
45,069
-3,285
-7% -$155K 2.18% 10
2022
Q2 		$2.29M Sell
48,354
-3,202
-6% -$153K 2.51% 10
2022
Q1 		$2.5M Sell
51,556
-3,807
-7% -$188K 2.44% 10
2021
Q4 		$2.79M Buy
+55,363
New +$2.8M 2.46% 10

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