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

Atomi Financial Group’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 		– Sell
-7,977
Closed -$389K – 1272
2025
Q4 		$389K Sell
7,977
-1,101
-12% -$53.7K 0.01% 806
2025
Q3 		$443K Buy
9,078
+4,474
+97% +$218K 0.01% 694
2025
Q2 		$224K Buy
+4,604
New +$222K 0.01% 990
2025
Q1 		– Sell
-6,244
Closed -$298K – 1079
2024
Q4 		$298K Buy
+6,244
New +$300K 0.02% 723

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Atomi Financial Group's ISTB Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 7,977 shares — an estimated $389K sold.

Atomi Financial Group first reported a position in ISTB in Q4 2024 and held it in 4 quarters. The position peaked at $443K in Q3 2025. 395 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Atomi Financial Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 7,977 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $389K.
  • Atomi Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 4 quarters.
  • Atomi Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $443K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.