VA
ISTB icon

Valmark Advisers’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Valmark Advisers’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 		$3.34M Buy
68,831
+7,557
+12% +$368K 0.04% 183
2025
Q4 		$2.99M Buy
61,274
+14,423
+31% +$704K 0.04% 185
2025
Q3 		$2.29M Sell
46,851
-50
-0.1% -$2.43K 0.03% 215
2025
Q2 		$2.28M Sell
46,901
-451
-1% -$21.8K 0.03% 205
2025
Q1 		$2.29M Buy
47,352
+598
+1% +$28.7K 0.03% 191
2024
Q4 		$2.23M Sell
46,754
-179
-0.4% -$8.59K 0.03% 192
2024
Q3 		$2.28M Sell
46,933
-749
-2% -$36.1K 0.04% 181
2024
Q2 		$2.26M Sell
47,682
-186
-0.4% -$8.77K 0.04% 163
2024
Q1 		$2.27M Sell
47,868
-598
-1% -$28.4K 0.04% 156
2023
Q4 		$2.31M Sell
48,466
-771
-2% -$36K 0.04% 147
2023
Q3 		$2.28M Buy
49,237
+5,062
+11% +$236K 0.05% 133
2023
Q2 		$2.06M Sell
44,175
-911
-2% -$42.8K 0.04% 144
2023
Q1 		$2.13M Sell
45,086
-5,202
-10% -$244K 0.05% 136
2022
Q4 		$2.34M Buy
50,288
+44,910
+835% +$2.08M 0.05% 126
2022
Q3 		$248K Hold
5,378
– – 0.01% 374
2022
Q2 		$255K Sell
5,378
-5,163
-49% -$246K ﹤0.01% 369
2022
Q1 		$511K Buy
+10,541
New +$521K 0.01% 300

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return