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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

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AA
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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