AtlasMark Financial
ISTB icon

AtlasMark Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

AtlasMark Financial’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
2026
Q3 		$5.29M Sell
112,033
-3,369
-3% -$161K 2.59% 14
2026
Q2 		$5.57M Buy
115,402
+23,788
+26% +$1.15M 2.74% 12
2026
Q1 		$4.47M Hold
91,614
– – 2.88% 13
2025
Q4 		$4.47M Sell
91,614
-9,263
-9% -$452K 2.88% 13
2025
Q3 		$4.93M Sell
100,877
-1,413
-1% -$68.7K 3.29% 9
2025
Q2 		$4.98M Buy
102,290
+19,907
+24% +$961K 3.79% 7
2025
Q1 		$3.98M Buy
82,383
+3,467
+4% +$166K 3.7% 8
2024
Q4 		$3.77M Buy
78,916
+496
+0.6% +$23.8K 3.46% 8
2024
Q3 		$3.82M Buy
+78,420
New +$3.77M 3.55% 8
2023
Q2 		$2.38M Hold
51,119
– – 2.93% 8
2023
Q1 		$2.41M Buy
+51,119
New +$2.39M 3.16% 8
2022
Q3 		$2.38M Buy
51,551
+2,284
+5% +$108K 3.56% 8
2022
Q2 		$2.34M Buy
49,267
+2,491
+5% +$119K 3.38% 8
2022
Q1 		$2.27M Buy
46,776
+3,096
+7% +$153K 2.9% 8
2021
Q4 		$2.2M Buy
43,680
+7,618
+21% +$386K 2.66% 8
2021
Q3 		$1.84M Buy
36,062
+1,878
+5% +$96.2K 2.46% 11
2021
Q2 		$1.75M Buy
34,184
+2,101
+7% +$108K 2.3% 12
2021
Q1 		$1.65M Buy
32,083
+1,990
+7% +$102K 2.3% 13
2020
Q4 		$1.55M Buy
30,093
+2,957
+11% +$152K 2.35% 11
2020
Q3 		$1.4M Buy
27,136
+4,815
+22% +$248K 2.42% 10
2020
Q2 		$1.15M Buy
22,321
+949
+4% +$48.5K 2.27% 12
2020
Q1 		$1.08M Buy
21,372
+3,135
+17% +$158K 2.69% 9
2019
Q4 		$919K Sell
18,237
-16
-0.1% -$806 2.11% 13
2019
Q3 		$922K Buy
+18,253
New +$920K 2.3% 11

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

AtlasMark Financial's ISTB Position: Q3 2026 in Review

AtlasMark Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.9% in Q3 2026, selling an estimated $161K and leaving 112,033 shares worth $5.29M. The position accounts for 2.59% of the portfolio, ranked #14.

AtlasMark Financial first reported a position in ISTB in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.57M in Q2 2026. 143 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • AtlasMark Financial held 112,033 shares of iShares Core 1-5 Year USD Bond ETF worth $5.29M as of Q3 2026.
  • AtlasMark Financial sold 3,369 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $161K.
  • iShares Core 1-5 Year USD Bond ETF made up 2.59% of AtlasMark Financial's portfolio in Q3 2026, its #14 holding.
  • AtlasMark Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • AtlasMark Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $5.57M in Q2 2026.
  • 143 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.