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Corepath Wealth Partners LLC raised its stake in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ: ISTB) by 9.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 133,867 shares of the company's stock after purchasing an

Coldstream Capital Management Inc. lifted its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ: ISTB) by 122.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,393 shares of the company's stock after purchasing an additional 32,142 shares during the period. Coldstream

Choreo LLC reduced its stake in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ: ISTB) by 63.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,136 shares of the company's stock after selling 14,325 shares during the quarter.

ISTB charges a slightly higher expense ratio but offers broader bond diversification and a marginally higher yield. VGSH experienced a milder max drawdown and holds more in U.S. Treasury securities, while ISTB includes some credit and sector exposure.

ISTB charges double the expense ratio of SCHO but offers a slightly higher yield and broader bond exposure ISTB's five-year drawdowns have been deeper than SCHO's, though both funds show low volatility compared to stocks ISTB holds nearly 7,000 bonds versus SCHO's 97, leading to more diversification but also different sector tilts