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Studio Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Studio Investment 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
-7,730
Closed -$376K – 176
2025
Q2 		$376K Sell
7,730
-2,525
-25% -$122K 0.08% 138
2025
Q1 		$496K Sell
10,255
-35,219
-77% -$1.69M 0.1% 116
2024
Q4 		$2.17M Sell
45,474
-757
-2% -$36.3K 0.46% 54
2024
Q3 		$2.25M Sell
46,231
-4,837
-9% -$233K 0.47% 55
2024
Q2 		$2.42M Sell
51,068
-736
-1% -$34.7K 0.55% 50
2024
Q1 		$2.46M Sell
51,804
-1,480
-3% -$70.2K 0.58% 49
2023
Q4 		$2.53M Sell
53,284
-2,351
-4% -$110K 0.65% 47
2023
Q3 		$2.58M Buy
55,635
+1,132
+2% +$52.7K 0.72% 41
2023
Q2 		$2.54M Buy
54,503
+311
+0.6% +$14.6K 0.71% 38
2023
Q1 		$2.56M Sell
54,192
-69,890
-56% -$3.27M 0.77% 38
2022
Q4 		$5.76M Buy
124,082
+62,051
+100% +$2.87M 1.87% 15
2022
Q3 		$2.86M Buy
62,031
+6,096
+11% +$288K 1.03% 24
2022
Q2 		$2.65M Buy
55,935
+3,855
+7% +$184K 0.92% 29
2022
Q1 		$2.52M Buy
52,080
+4,040
+8% +$200K 0.83% 40
2021
Q4 		$2.42M Buy
48,040
+42,015
+697% +$2.13M 0.87% 38
2021
Q3 		$308K Buy
+6,025
New +$309K 0.13% 85

Other funds holding ISTB

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