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Sound Income Strategies’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sound Income Strategies’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
-8
Closed -$394 – 1770
2025
Q2 		$394 Sell
8
-103
-93% -$4.97K ﹤0.01% 1484
2025
Q1 		$5.38K Buy
111
+35
+46% +$1.68K ﹤0.01% 1047
2024
Q4 		$3.61K Buy
+76
New +$3.65K ﹤0.01% 1060
2024
Q3 		– Sell
-72
Closed -$3.41K – 1453
2024
Q2 		$3.41K Buy
72
+48
+200% +$2.26K ﹤0.01% 1019
2024
Q1 		$1.14K Buy
+24
New +$1.14K ﹤0.01% 1154
2023
Q2 		– Sell
-276
Closed -$13K – 1137
2023
Q1 		$13K Hold
276
– – ﹤0.01% 505
2022
Q4 		$12.8K Hold
276
– – ﹤0.01% 471
2022
Q3 		$13K Hold
276
– – ﹤0.01% 417
2022
Q2 		$13K Buy
+276
New +$13.2K ﹤0.01% 420

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Sound Income Strategies's ISTB Position: Q3 2025 in Review

Sound Income Strategies sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 8 shares — an estimated $394 sold.

Sound Income Strategies first reported a position in ISTB in Q2 2022 and held it in 9 quarters. The position peaked at $13K in Q1 2023. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Sound Income Strategies reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 8 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $394.
  • Sound Income Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 9 quarters.
  • Sound Income Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $13K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.