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Summit Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Summit Financial’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
2026
Q1 		$346K Sell
7,139
-148
-2% -$7.21K ﹤0.01% 1127
2025
Q4 		$355K Buy
7,287
+1,130
+18% +$55.1K 0.01% 1017
2025
Q3 		$301K Sell
6,157
-4,501
-42% -$219K ﹤0.01% 1062
2025
Q2 		$519K Sell
10,658
-81
-0.8% -$3.91K 0.01% 570
2025
Q1 		$519K Buy
10,739
+4,357
+68% +$209K 0.01% 503
2024
Q4 		$305K Sell
6,382
-16,211
-72% -$778K 0.01% 536
2024
Q3 		$1.1M Sell
22,593
-13,084
-37% -$630K 0.04% 243
2024
Q2 		$1.69M Buy
+35,677
New +$1.68M 0.08% 172
2019
Q2 		– Sell
-7,506
Closed -$374K – 50
2019
Q1 		$374K Buy
7,506
+36
+0.5% +$1.78K 0.06% 45
2018
Q4 		$366K Buy
+7,470
New +$365K 0.07% 42

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 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