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

Rise 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
2025
Q4 		– Sell
-310
Closed -$15.2K – 754
2025
Q3 		$15.2K Buy
310
+3
+1% +$146 0.01% 750
2025
Q2 		$14.9K Buy
307
+3
+1% +$145 0.01% 725
2025
Q1 		$14.7K Buy
304
+2
+0.7% +$96 0.01% 699
2024
Q4 		$14.4K Sell
302
-111
-27% -$5.33K 0.01% 846
2024
Q3 		$20.1K Sell
413
-8,447
-95% -$407K 0.01% 686
2024
Q2 		$420K Buy
8,860
+83
+0.9% +$3.91K 0.22% 49
2024
Q1 		$416K Sell
8,777
-13
-0.1% -$616 0.22% 46
2023
Q4 		$418K Buy
8,790
+97
+1% +$4.53K 0.29% 31
2023
Q3 		$403K Sell
8,693
-3,636
-29% -$169K 0.32% 28
2023
Q2 		$575K Sell
12,329
-14
-0.1% -$658 0.44% 26
2023
Q1 		$582K Sell
12,343
-397
-3% -$18.6K 0.44% 24
2022
Q4 		$592K Sell
12,740
-898
-7% -$41.5K 0.48% 26
2022
Q3 		$629K Buy
13,638
+62
+0.5% +$2.93K 0.52% 27
2022
Q2 		$644K Sell
13,576
-49
-0.4% -$2.34K 0.65% 26
2022
Q1 		$660K Sell
13,625
-157
-1% -$7.75K 0.59% 27
2021
Q4 		$695K Buy
+13,782
New +$698K 0.66% 27

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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Rise Advisors's ISTB Position: Q4 2025 in Review

Rise Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 310 shares — an estimated $15.2K sold.

Rise Advisors first reported a position in ISTB in Q4 2021 and held it in 16 quarters. The position peaked at $695K in Q4 2021. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Rise Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 310 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $15.2K.
  • Rise Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $695K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.