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CIM LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

CIM LLC’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
Q2 		$26.7M Buy
553,486
+1,716
+0.3% +$82.9K 3.45% 4
2026
Q1 		$26.7M Buy
551,770
+522
+0.1% +$25.4K 3.87% 3
2025
Q4 		$26.9M Buy
551,248
+18,330
+3% +$894K 3.52% 3
2025
Q3 		$26M Sell
532,918
-30,140
-5% -$1.47M 3.4% 6
2025
Q2 		$27.4M Buy
563,058
+12,714
+2% +$614K 3.69% 3
2025
Q1 		$26.6M Buy
550,344
+13,733
+3% +$659K 3.95% 3
2024
Q4 		$25.6M Buy
536,611
+17,172
+3% +$824K 3.65% 6
2024
Q3 		$25.3M Buy
519,439
+717
+0.1% +$34.5K 3.64% 5
2024
Q2 		$25.1M Buy
518,722
+27,104
+6% +$1.28M 3.78% 4
2024
Q1 		$23.3M Buy
491,618
+28,330
+6% +$1.34M 3.53% 6
2023
Q4 		$21.9M Buy
463,288
+30,359
+7% +$1.42M 3.41% 7
2023
Q3 		$20.1M Buy
432,929
+25,418
+6% +$1.18M 3.83% 3
2023
Q2 		$19M Buy
407,511
+5,216
+1% +$245K 3.55% 5
2023
Q1 		$19M Buy
402,295
+7,270
+2% +$340K 3.76% 1
2022
Q4 		$18.5M Buy
395,025
+44,929
+13% +$2.08M 3.67% 1
2022
Q3 		$16M Buy
350,096
+23,351
+7% +$1.1M 3.38% 8
2022
Q2 		$15.5M Buy
326,745
+13,753
+4% +$656K 3.21% 9
2022
Q1 		$15M Sell
312,992
-3,043
-1% -$150K 2.8% 14
2021
Q4 		$15.8M Buy
316,035
+35,097
+12% +$1.78M 2.95% 14
2021
Q3 		$14.3M Buy
280,938
+45,937
+20% +$2.35M 2.22% 22
2021
Q2 		$12M Buy
235,001
+30,362
+15% +$1.56M 1.96% 22
2021
Q1 		$10.5M Buy
204,639
+26,628
+15% +$1.37M 1.88% 22
2020
Q4 		$9.19M Buy
178,011
+44,680
+34% +$2.3M 1.7% 22
2020
Q3 		$6.86M Buy
+133,331
New +$6.88M 1.4% 24

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

CIM LLC's ISTB Position: Q2 2026 in Review

CIM LLC increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.31% in Q2 2026, buying an estimated $82.9K and bringing the position to 553,486 shares worth $26.7M. The position accounts for 3.45% of the portfolio, ranked #4.

CIM LLC first reported a position in ISTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $27.4M in Q2 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • CIM LLC held 553,486 shares of iShares Core 1-5 Year USD Bond ETF worth $26.7M as of Q2 2026.
  • CIM LLC bought 1,716 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $82.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 3.45% of CIM LLC's portfolio in Q2 2026, its #4 holding.
  • CIM LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • CIM LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $27.4M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on CIM LLC's 13F filing for Q2 2026, filed 13 Aug 2026.