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Williams & Novak’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Williams & Novak’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
-6,630
Closed -$317K – 139
2024
Q4 		$317K Sell
6,630
-755
-10% -$36.2K 0.31% 77
2024
Q3 		$360K Sell
7,385
-13,020
-64% -$627K 0.34% 78
2024
Q2 		$967K Sell
20,405
-78,562
-79% -$3.71M 0.9% 32
2024
Q1 		$4.71M Hold
98,967
– – 5.35% 3
2023
Q4 		$4.71M Buy
+98,967
New +$4.62M 5.35% 3

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

Williams & Novak's ISTB Position: Q1 2025 in Review

Williams & Novak sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2025, closing a stake of 6,630 shares — an estimated $317K sold.

Williams & Novak first reported a position in ISTB in Q4 2023 and held it in 5 quarters. The position peaked at $4.71M in Q1 2024. 386 funds tracked by Wall St. Rank hold ISTB as of Q1 2025.

  • Williams & Novak reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Williams & Novak sold 6,630 iShares Core 1-5 Year USD Bond ETF shares in Q1 2025, an estimated $317K.
  • Williams & Novak first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 5 quarters.
  • Williams & Novak's iShares Core 1-5 Year USD Bond ETF position peaked at $4.71M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.