SW
ISTB icon

SVB Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SVB Wealth’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
Q2 		– Sell
-201
Closed -$9.72K – 1052
2025
Q1 		$9.72K Buy
+201
New +$9.65K ﹤0.01% 891

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVB Wealth's ISTB Position: Q2 2025 in Review

SVB Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2025, closing a stake of 201 shares — an estimated $9.72K sold.

SVB Wealth first reported a position in ISTB in Q1 2025 and held it in 1 quarter. The position peaked at $9.72K in Q1 2025. 384 funds tracked by Wall St. Rank hold ISTB as of Q2 2025.

  • SVB Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 201 iShares Core 1-5 Year USD Bond ETF shares in Q2 2025, an estimated $9.72K.
  • SVB Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $9.72K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.