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ISTB icon

Sunbelt Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sunbelt Securities’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
-20
Closed -$955 – 2784
2025
Q2 		$955 Buy
20
+10
+100% +$483 ﹤0.01% 1668
2025
Q1 		$483 Sell
10
-10
-50% -$480 ﹤0.01% 1701
2024
Q4 		$955 Hold
20
– – ﹤0.01% 1673
2024
Q3 		$974 Hold
20
– – ﹤0.01% 1685
2024
Q2 		$947 Hold
20
– – ﹤0.01% 1616
2024
Q1 		$949 Hold
20
– – ﹤0.01% 1585
2023
Q4 		$951 Sell
20
-430
-96% -$20.1K ﹤0.01% 1544
2023
Q3 		$20.9K Hold
450
– – ﹤0.01% 1010
2023
Q2 		$21K Buy
450
+20
+5% +$940 ﹤0.01% 1008
2023
Q1 		$20.2K Buy
+430
New +$20.1K ﹤0.01% 957
2021
Q4 		– Sell
-6,863
Closed -$352K – 494
2021
Q3 		$352K Hold
6,863
– – 0.06% 316
2021
Q2 		$352K Sell
6,863
-1,749
-20% -$89.8K 0.06% 316
2021
Q1 		$442K Sell
8,612
-3,208
-27% -$165K 0.09% 261
2020
Q4 		$610K Buy
+11,820
New +$609K 0.13% 197

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Sunbelt Securities's ISTB Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 20 shares — an estimated $955 sold.

Sunbelt Securities first reported a position in ISTB in Q4 2020 and held it in 14 quarters. The position peaked at $610K in Q4 2020. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 20 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $955.
  • Sunbelt Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 14 quarters.
  • Sunbelt Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $610K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.