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

Secured Retirement 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 Q1	–	Sell	-12,688	Closed	-$606K	–	142
2024 Q4	$606K	Sell	12,688 -3,292	-21%	-$158K	0.35%	102
2024 Q3	$778K	Sell	15,980 -1,441	-8%	-$69.4K	0.56%	62
2024 Q2	$825K	Sell	17,421 -880	-5%	-$41.5K	0.64%	54
2024 Q1	$868K	Sell	18,301 -2,064	-10%	-$97.8K	0.74%	54
2023 Q4	$969K	Buy	+20,365	New	+$951K	0.93%	43

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Secured Retirement Advisors's ISTB Position: Q1 2025 in Review

Secured Retirement Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 12,688 shares — an estimated $606K sold.

Secured Retirement Advisors first reported a position in ISTB in Q4 2023 and held it in 5 quarters. The position peaked at $969K in Q4 2023. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

Secured Retirement Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Secured Retirement Advisors sold 12,688 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $606K.
Secured Retirement Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 5 quarters.
Secured Retirement Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $969K in Q4 2023.
386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.