Vantage Financial Partners (Wisconsin)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$1.28M	Buy	26,179 +295	+1%	+$14.4K	0.26%	56
2025 Q3	$1.26M	Sell	25,884 -1,881	-7%	-$91.5K	0.27%	56
2025 Q2	$1.35M	Sell	27,765 -710	-2%	-$34.3K	0.31%	51
2025 Q1	$1.38M	Sell	28,475 -1,045	-4%	-$50.2K	0.34%	43
2024 Q4	$1.41M	Sell	29,520 -418	-1%	-$20.1K	0.35%	40
2024 Q3	$1.46M	Sell	29,938 -74,574	-71%	-$3.59M	0.36%	40
2024 Q2	$4.95M	Buy	104,512 +3,462	+3%	+$163K	1.29%	18
2024 Q1	$4.79M	Buy	101,050 +1,104	+1%	+$52.3K	1.29%	18
2023 Q4	$4.75M	Buy	99,946 +3,401	+4%	+$159K	1.4%	18
2023 Q3	$4.48M	Buy	96,545 +3,445	+4%	+$160K	1.76%	16
2023 Q2	$4.34M	Sell	93,100 -978	-1%	-$46K	1.62%	20
2023 Q1	$4.44M	Buy	+94,078	New	+$4.4M	1.76%	19

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ISTB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.1% in Q4 2025, buying an estimated $14.4K and bringing the position to 26,179 shares worth $1.28M. The position accounts for 0.26% of the portfolio, ranked #56.

Vantage Financial Partners (Wisconsin) first reported a position in ISTB in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.95M in Q2 2024. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 26,179 shares of iShares Core 1-5 Year USD Bond ETF worth $1.28M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 295 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $14.4K.
iShares Core 1-5 Year USD Bond ETF made up 0.26% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #56 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares Core 1-5 Year USD Bond ETF position peaked at $4.95M in Q2 2024.
389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.