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

Rede Wealth’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	$450K	Buy	9,282 +3,294	+55%	+$160K	0.16%	65
2025 Q4	$292K	Buy	+5,988	New	+$292K	0.1%	92
2025 Q3	–	Sell	-5,409	Closed	-$263K	–	147
2025 Q2	$263K	Sell	5,409 -424	-7%	-$20.5K	0.1%	97
2025 Q1	$282K	Sell	5,833 -153	-3%	-$7.35K	0.1%	84
2024 Q4	$286K	Buy	5,986 +525	+10%	+$25.2K	0.11%	88
2024 Q3	$266K	Buy	5,461 +178	+3%	+$8.57K	0.1%	94
2024 Q2	$250K	Sell	5,283 -7	-0.1%	-$330	0.23%	91
2024 Q1	$251K	Sell	5,290 -4,796	-48%	-$227K	0.11%	87
2023 Q4	$480K	Sell	10,086 -9,834	-49%	-$459K	0.23%	52
2023 Q3	$924K	Sell	19,920 -1,084	-5%	-$50.5K	0.46%	24
2023 Q2	$980K	Sell	21,004 -2,785	-12%	-$131K	0.47%	25
2023 Q1	$1.12M	Buy	23,789 +2,475	+12%	+$116K	0.58%	19
2022 Q4	$990K	Sell	21,314 -6,507	-23%	-$301K	0.53%	25
2022 Q3	$1.28M	Buy	27,821 +1,603	+6%	+$75.6K	0.76%	15
2022 Q2	$1.24M	Buy	+26,218	New	+$1.25M	0.72%	15

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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 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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return