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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
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

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

AtlasMark Financial's ISTB Position: Q1 2026 in Review

AtlasMark Financial held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2026 at 91,614 shares worth $4.47M. The position accounts for 2.88% of the portfolio, ranked #13.

AtlasMark Financial first reported a position in ISTB in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.98M in Q2 2025. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • AtlasMark Financial held 91,614 shares of iShares Core 1-5 Year USD Bond ETF worth $4.47M as of Q1 2026.
  • AtlasMark Financial left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 2.88% of AtlasMark Financial's portfolio in Q1 2026, its #13 holding.
  • AtlasMark Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • AtlasMark Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $4.98M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.