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Spectrum Wealth Counsel’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Spectrum Wealth Counsel’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 		$232K Hold
4,796
– – 0.03% 115
2024
Q4 		$229K Buy
4,796
+448
+10% +$21.5K 0.03% 113
2024
Q3 		$212K Hold
4,348
– – 0.03% 113
2024
Q2 		$206K Hold
4,348
– – 0.03% 117
2024
Q1 		$206K Hold
4,348
– – 0.03% 131
2023
Q4 		$207K Buy
+4,348
New +$203K 0.03% 127

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Spectrum Wealth Counsel's ISTB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2025 at 4,796 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #115.

Spectrum Wealth Counsel first reported a position in ISTB in Q4 2023 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Spectrum Wealth Counsel held 4,796 shares of iShares Core 1-5 Year USD Bond ETF worth $232K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2025.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #115 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.