Fortress Financial Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Fortress Financial Group, LLC

$130 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$47.59 - $48.35 $4,330 - $4,399	91 Added 0.88%	10,420 $504 Million
Q4 2024 Feb 05, 2025	BUY	$47.58 - $48.56 $491,453 - $501,576	10,329 New	10,329 $493 Million

Others Institutions Holding ISTB

# of Institutions

424

Shares Held

63.2M

Call Options Held

13.1K

Put Options Held

16K

Acorns Advisers, LLC Irvine, CA

11M
Shares

$535 Million
4.22% of portfolio
State Of Wisconsin Investment Board Madison, WI

5.24M
Shares

$255 Million
0.63% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2.37M
Shares

$115 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.11M
Shares

$103 Million
0.03% of portfolio
Trust Point Inc. La Crosse, WI

1.79M
Shares

$87.2 Million
6.89% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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