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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

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

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

Raymond James Financial

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

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return