RP
ISTB icon

Rice Partnership’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rice Partnership’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 		$253K Buy
5,212
+366
+8% +$17.8K 0.03% 105
2025
Q4 		$236K Buy
4,846
+858
+22% +$41.9K 0.03% 102
2025
Q3 		$195K Buy
3,988
+176
+5% +$8.56K 0.03% 114
2025
Q2 		$185K Buy
+3,812
New +$184K 0.03% 112
2025
Q1 		– Sell
-3,592
Closed -$172K – 171
2024
Q4 		$172K Buy
3,592
+157
+5% +$7.54K 0.03% 109
2024
Q3 		$167K Sell
3,435
-63
-2% -$3.03K 0.03% 107
2024
Q2 		$166K Buy
+3,498
New +$165K 0.04% 102
2022
Q2 		– Sell
-4,436
Closed -$215K – 127
2022
Q1 		$215K Buy
4,436
+236
+6% +$11.7K 0.06% 94
2021
Q4 		$212K Sell
4,200
-185
-4% -$9.37K 0.06% 91
2021
Q3 		$224K Buy
4,385
+449
+11% +$23K 0.07% 89
2021
Q2 		$202K Buy
+3,936
New +$202K 0.06% 93

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AA
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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