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Stephens Consulting’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Stephens Consulting’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
-7,160
Closed -$348K – 776
2025
Q2 		$348K Sell
7,160
-1,157
-14% -$55.8K 0.08% 78
2025
Q1 		$402K Sell
8,317
-232
-3% -$11.1K 0.1% 63
2024
Q4 		$408K Buy
8,549
+14
+0.2% +$672 0.1% 68
2024
Q3 		$415K Sell
8,535
-333
-4% -$16K 0.11% 66
2024
Q2 		$420K Buy
8,868
+10
+0.1% +$472 0.12% 56
2024
Q1 		$420K Sell
8,858
-4,022
-31% -$191K 0.13% 54
2023
Q4 		$613K Buy
12,880
+151
+1% +$7.05K 0.21% 42
2023
Q3 		$590K Sell
12,729
-2,702
-18% -$126K 0.24% 40
2023
Q2 		$720K Sell
15,431
-62
-0.4% -$2.91K 0.29% 35
2023
Q1 		$731K Buy
15,493
+62
+0.4% +$2.9K 0.44% 34
2022
Q4 		$717K Buy
15,431
+13,804
+848% +$639K 0.48% 34
2022
Q3 		$75K Sell
1,627
-2,650
-62% -$125K 0.07% 127
2022
Q2 		$203K Buy
4,277
+3,900
+1,034% +$186K 0.16% 68
2022
Q1 		$18.3K Buy
377
+1
+0.3% +$49 0.01% 280
2021
Q4 		$19K Buy
+376
New +$19K 0.02% 301

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 $1.16B AUM 19.22% 1-Year Est. Return

Stephens Consulting's ISTB Position: Q3 2025 in Review

Stephens Consulting sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 7,160 shares — an estimated $348K sold.

Stephens Consulting first reported a position in ISTB in Q4 2021 and held it in 15 quarters. The position peaked at $731K in Q1 2023. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Stephens Consulting reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 7,160 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $348K.
  • Stephens Consulting first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 15 quarters.
  • Stephens Consulting's iShares Core 1-5 Year USD Bond ETF position peaked at $731K 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 Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.