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Smith & Howard Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Smith & Howard Wealth Management’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
Q3 		– Sell
-5,543
Closed -$270K – 92
2025
Q2 		$270K Hold
5,543
– – 0.07% 66
2025
Q1 		$268K Sell
5,543
-8,996
-62% -$432K 0.07% 66
2024
Q4 		$695K Hold
14,539
– – 0.2% 40
2024
Q3 		$708K Sell
14,539
-274
-2% -$13.2K 0.2% 40
2024
Q2 		$702K Sell
14,813
-308
-2% -$14.5K 0.21% 42
2024
Q1 		$717K Sell
15,121
-18,263
-55% -$866K 0.22% 39
2023
Q4 		$1.59M Sell
33,384
-355
-1% -$16.6K 0.56% 29
2023
Q3 		$1.56M Sell
33,739
-4,228
-11% -$197K 0.55% 30
2023
Q2 		$1.77M Buy
37,967
+3,103
+9% +$146K 0.62% 29
2023
Q1 		$1.64M Sell
34,864
-2,675
-7% -$125K 0.57% 30
2022
Q4 		$1.74M Sell
37,539
-3,997
-10% -$185K 0.67% 28
2022
Q3 		$1.92M Sell
41,536
-38,341
-48% -$1.81M 0.82% 26
2022
Q2 		$3.79M Buy
79,877
+22,954
+40% +$1.1M 1.6% 21
2022
Q1 		$2.76M Buy
56,923
+18,047
+46% +$891K 1.16% 23
2021
Q4 		$1.96M Buy
+38,876
New +$1.97M 0.89% 26

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Smith & Howard Wealth Management's ISTB Position: Q3 2025 in Review

Smith & Howard Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 5,543 shares — an estimated $270K sold.

Smith & Howard Wealth Management first reported a position in ISTB in Q4 2021 and held it in 15 quarters. The position peaked at $3.79M in Q2 2022. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Smith & Howard Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 5,543 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $270K.
  • Smith & Howard Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 15 quarters.
  • Smith & Howard Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $3.79M in Q2 2022.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.