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

DHJJ Financial Advisors’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 		– Sell
-117
Closed -$5.67K – 1093
2026
Q1 		$5.67K Hold
117
– – ﹤0.01% 647
2025
Q4 		$5.7K Hold
117
– – ﹤0.01% 613
2025
Q3 		$5.71K Buy
+117
New +$5.69K ﹤0.01% 598

Other funds holding ISTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

DHJJ Financial Advisors's ISTB Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 117 shares — an estimated $5.67K sold.

DHJJ Financial Advisors first reported a position in ISTB in Q3 2025 and held it in 3 quarters. The position peaked at $5.71K in Q3 2025. 256 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • DHJJ Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • DHJJ Financial Advisors sold 117 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $5.67K.
  • DHJJ Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and held it in 3 quarters.
  • DHJJ Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $5.71K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.