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

Townsend Asset 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 Q3	–	Sell	-185	Closed	-$9K	–	177
2025 Q2	$9K	Hold	185	–	–	﹤0.01%	154
2025 Q1	$8.95K	Hold	185	–	–	﹤0.01%	156
2024 Q4	$8.84K	Hold	185	–	–	﹤0.01%	168
2024 Q3	$9.01K	Hold	185	–	–	﹤0.01%	174
2024 Q2	$8.76K	Hold	185	–	–	﹤0.01%	174
2024 Q1	$8.78K	Hold	185	–	–	﹤0.01%	175
2023 Q4	$8.8K	Buy	+185	New	+$8.64K	﹤0.01%	166
2023 Q3	–	Sell	-32	Closed	-$1.49K	–	192
2023 Q2	$1.49K	Hold	32	–	–	﹤0.01%	189
2023 Q1	$1.51K	Hold	32	–	–	﹤0.01%	190
2022 Q4	$1.49K	Buy	+32	New	+$1.48K	﹤0.01%	196

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Townsend Asset Management's ISTB Position: Q3 2025 in Review

Townsend Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 185 shares — an estimated $9K sold.

Townsend Asset Management first reported a position in ISTB in Q4 2022 and held it in 10 quarters. The position peaked at $9.01K in Q3 2024. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

Townsend Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Townsend Asset Management sold 185 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $9K.
Townsend Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 10 quarters.
Townsend Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $9.01K in Q3 2024.
380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Townsend Asset Management's 13F filing for Q3 2025, filed 16 Oct 2025.