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

Transamerica Financial Advisors’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
2026 Q1	$2.56K	Sell	52 -266	-84%	-$13K	﹤0.01%	1158
2025 Q4	$15.5K	Buy	318 +265	+500%	+$12.9K	﹤0.01%	764
2025 Q3	$2.59K	Hold	53	–	–	﹤0.01%	1000
2025 Q2	$2.58K	Hold	53	–	–	﹤0.01%	378
2025 Q1	$3K	Hold	53	–	–	﹤0.01%	384
2024 Q4	$3K	Hold	53	–	–	﹤0.01%	380
2024 Q3	$3K	Sell	53 -1	-2%	-$48	﹤0.01%	377
2024 Q2	$3K	Hold	54	–	–	﹤0.01%	365
2024 Q1	$3K	Hold	54	–	–	﹤0.01%	400
2023 Q4	$3K	Hold	54	–	–	﹤0.01%	340
2023 Q3	$3K	Hold	54	–	–	﹤0.01%	374
2023 Q2	$3K	Hold	54	–	–	﹤0.01%	344
2023 Q1	$3K	Sell	54 -842	-94%	-$39.4K	﹤0.01%	348
2022 Q4	$42K	Sell	896 -64	-7%	-$2.96K	0.01%	287
2022 Q3	$45K	Sell	960 -9	-0.9%	-$425	0.01%	278
2022 Q2	$46K	Buy	+969	New	+$46.3K	0.01%	279
2020 Q3	–	Sell	-110,261	Closed	-$5.68M	–	333
2020 Q2	$5.68M	Buy	110,261 +110,237	+459,321%	+$5.63M	1.24%	19
2020 Q1	$2K	Buy	+24	New	+$1.21K	0.04%	59

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T 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 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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return