ISTB — ISHARES TR

Ownership history in Boyd Wealth Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Boyd Wealth Management, LLC reported a position in ISHARES TR (ISTB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.54% (2022 Q3)
Avg. % of fund
6.11%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 270,731 +26,620 +10.9% 5.60% $13.2M $48.41
2024 Q4 ADDED 244,111 +83,031 +51.5% 5.75% $11.7M $45.52
2024 Q3 REDUCED 161,080 -13,409 -7.7% 3.97% $7.8M $45.77
2023 Q1 REDUCED 174,489 -69,274 -28.4% 5.71% $8.2M $42.14
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14% Townsend & Associates, Inc 3Y 7Y 5.07%
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