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

Van Hulzen 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
Q1 		– Sell
-256
Closed -$12.2K – 687
2024
Q4 		$12.2K Buy
+256
New +$12.3K ﹤0.01% 747

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Van Hulzen Asset Management's ISTB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 256 shares — an estimated $12.2K sold.

Van Hulzen Asset Management first reported a position in ISTB in Q4 2024 and held it in 1 quarter. The position peaked at $12.2K in Q4 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 256 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $12.2K.
  • Van Hulzen Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $12.2K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.