Steel Grove Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Steel Grove Capital 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
2025 Q4	–	Sell	-4,305	Closed	-$209K	–	214
2025 Q3	$209K	Hold	4,305	–	–	0.02%	171
2025 Q2	$209K	Hold	4,305	–	–	0.02%	169
2025 Q1	$208K	Hold	4,305	–	–	0.03%	156
2024 Q4	$206K	Sell	4,305 -2,190	-34%	-$105K	0.03%	178
2024 Q3	$317K	Sell	6,495 -730	-10%	-$35.1K	0.04%	140
2024 Q2	$342K	Hold	7,225	–	–	0.05%	135
2024 Q1	$343K	Sell	7,225 -1,710	-19%	-$81.1K	0.05%	154
2023 Q4	$425K	Sell	8,935 -16,530	-65%	-$772K	0.06%	110
2023 Q3	$1.18M	Sell	25,465 -4,458	-15%	-$207K	0.16%	82
2023 Q2	$1.4M	Sell	29,923 -11,935	-29%	-$561K	0.18%	80
2023 Q1	$1.97M	Hold	41,858	–	–	0.26%	60
2022 Q4	$1.94M	Buy	+41,858	New	+$1.94M	0.28%	56

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Steel Grove Capital Advisors's ISTB Position: Q4 2025 in Review

Steel Grove Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 4,305 shares — an estimated $209K sold.

Steel Grove Capital Advisors first reported a position in ISTB in Q4 2022 and held it in 12 quarters. The position peaked at $1.97M in Q1 2023. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

Steel Grove Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 4,305 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $209K.
Steel Grove Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 12 quarters.
Steel Grove Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.97M in Q1 2023.
389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.