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Savant Capital’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Savant Capital’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
-4,227
Closed -$206K – 1402
2025
Q3 		$206K Sell
4,227
-673
-14% -$32.7K ﹤0.01% 1236
2025
Q2 		$238K Buy
4,900
+651
+15% +$31.4K ﹤0.01% 1073
2025
Q1 		$205K Sell
4,249
-157
-4% -$7.54K ﹤0.01% 998
2024
Q4 		$210K Sell
4,406
-2,828
-39% -$136K ﹤0.01% 1297
2024
Q3 		$352K Sell
7,234
-2,719
-27% -$131K ﹤0.01% 1024
2024
Q2 		$471K Sell
9,953
-77
-0.8% -$3.63K ﹤0.01% 815
2024
Q1 		$476K Sell
10,030
-686
-6% -$32.5K 0.01% 743
2023
Q4 		$510K Sell
10,716
-644
-6% -$30.1K 0.01% 558
2023
Q3 		$527K Sell
11,360
-1,336
-11% -$62.2K 0.01% 514
2023
Q2 		$592K Sell
12,696
-1,290
-9% -$60.6K 0.01% 476
2023
Q1 		$660K Sell
13,986
-1,839
-12% -$86.1K 0.01% 407
2022
Q4 		$540K Buy
15,825
+3,839
+32% +$178K 0.01% 351
2022
Q3 		$553K Buy
11,986
+35
+0.3% +$1.65K 0.02% 328
2022
Q2 		$566K Sell
11,951
-12,050
-50% -$575K 0.02% 325
2022
Q1 		$1.16M Sell
24,001
-5,089
-17% -$251K 0.04% 218
2021
Q4 		$1.47M Sell
29,090
-1,386
-5% -$70.2K 0.05% 200
2021
Q3 		$1.56M Sell
30,476
-1,258
-4% -$64.5K 0.06% 171
2021
Q2 		$1.63M Sell
31,734
-2,874
-8% -$148K 0.07% 154
2021
Q1 		$1.77M Sell
34,608
-1,836
-5% -$94.5K 0.1% 139
2020
Q4 		$1.88M Sell
36,444
-3,880
-10% -$200K 0.11% 120
2020
Q3 		$2.08M Sell
40,324
-28,093
-41% -$1.45M 0.14% 107
2020
Q2 		$3.52M Sell
68,417
-5,590
-8% -$286K 0.27% 65
2020
Q1 		$3.74M Sell
74,007
-11,942
-14% -$603K 0.35% 57
2019
Q4 		$4.33M Sell
85,949
-518
-0.6% -$26.1K 0.53% 45
2019
Q3 		$4.37M Buy
86,467
+4,813
+6% +$243K 0.61% 41
2019
Q2 		$4.12M Buy
+81,654
New +$4.08M 0.58% 43

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

Savant Capital's ISTB Position: Q4 2025 in Review

Savant Capital sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 4,227 shares — an estimated $206K sold.

Savant Capital first reported a position in ISTB in Q2 2019 and held it in 26 quarters. The position peaked at $4.37M in Q3 2019. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Savant Capital reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Savant Capital sold 4,227 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $206K.
  • Savant Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and held it in 26 quarters.
  • Savant Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $4.37M in Q3 2019.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.