Trust Point Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Trust Point Inc’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 Q2	$52.9M	Buy	1,096,210 +3,333	+0.3%	+$161K	4.49%	5
2026 Q1	$53M	Sell	1,092,877 -696,352	-39%	-$33.9M	4.6%	5
2025 Q4	$87.2M	Buy	1,789,229 +65,856	+4%	+$3.21M	6.89%	3
2025 Q3	$84.2M	Buy	1,723,373 +34,772	+2%	+$1.69M	6.8%	3
2025 Q2	$82.2M	Sell	1,688,601 -128,962	-7%	-$6.22M	7.75%	3
2025 Q1	$87.9M	Sell	1,817,563 -1,584,990	-47%	-$76.1M	8.02%	3
2024 Q4	$163M	Buy	3,402,553 +266,050	+8%	+$12.8M	11.27%	2
2024 Q3	$153M	Buy	3,136,503 +34,780	+1%	+$1.67M	11.46%	2
2024 Q2	$147M	Sell	3,101,723 -737	-0%	-$34.8K	11.79%	2
2024 Q1	$147M	Sell	3,102,460 -35,987	-1%	-$1.71M	11.56%	2
2023 Q4	$149M	Buy	+3,138,447	New	+$147M	12.34%	2

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return