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

Sheaff Brock Investment 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
2024 Q4	–	Sell	-6,000	Closed	-$292K	–	469
2024 Q3	$292K	Hold	6,000	–	–	0.03%	334
2024 Q2	$284K	Hold	6,000	–	–	0.03%	332
2024 Q1	$285K	Hold	6,000	–	–	0.02%	365
2023 Q4	$285K	Hold	6,000	–	–	0.02%	354
2023 Q3	$278K	Hold	6,000	–	–	0.03%	342
2023 Q2	$280K	Hold	6,000	–	–	0.02%	364
2023 Q1	$283K	Hold	6,000	–	–	0.03%	361
2022 Q4	$279K	Hold	6,000	–	–	0.03%	358
2022 Q3	$277K	Hold	6,000	–	–	0.03%	350
2022 Q2	$284K	Hold	6,000	–	–	0.02%	357
2022 Q1	$291K	Hold	6,000	–	–	0.02%	381
2021 Q4	$303K	Hold	6,000	–	–	0.02%	380
2021 Q3	$306K	Hold	6,000	–	–	0.02%	370
2021 Q2	$308K	Hold	6,000	–	–	0.02%	359
2021 Q1	$308K	Hold	6,000	–	–	0.02%	350
2020 Q4	$310K	Buy	+6,000	New	+$309K	0.03%	330

Other funds holding ISTB

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's ISTB Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 6,000 shares — an estimated $292K sold.

Sheaff Brock Investment Advisors first reported a position in ISTB in Q4 2020 and held it in 16 quarters. The position peaked at $310K in Q4 2020. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

Sheaff Brock Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 6,000 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $292K.
Sheaff Brock Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 16 quarters.
Sheaff Brock Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $310K in Q4 2020.
382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.