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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

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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