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

TFC Financial 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
Q4 		– Sell
-19,350
Closed -$945K – 1015
2025
Q3 		$945K Hold
19,350
– – 0.12% 57
2025
Q2 		$941K Buy
+19,350
New +$934K 0.13% 54

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
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TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TFC Financial Management's ISTB Position: Q4 2025 in Review

TFC Financial Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 19,350 shares — an estimated $945K sold.

TFC Financial Management first reported a position in ISTB in Q2 2025 and held it in 2 quarters. The position peaked at $945K in Q3 2025. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • TFC Financial Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 19,350 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $945K.
  • TFC Financial Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • TFC Financial Management's iShares Core 1-5 Year USD Bond ETF position peaked at $945K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.