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Harmony Asset Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Harmony Asset Management’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 		$1.34M Buy
27,801
+21,249
+324% +$1.03M 0.36% 68
2026
Q1 		$318K Buy
+6,552
New +$319K 0.1% 150

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

Harmony Asset Management's ISTB Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 324% in Q2 2026, buying an estimated $1.03M and bringing the position to 27,801 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #68.

Harmony Asset Management first reported a position in ISTB in Q1 2026 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Harmony Asset Management held 27,801 shares of iShares Core 1-5 Year USD Bond ETF worth $1.34M as of Q2 2026.
  • Harmony Asset Management bought 21,249 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.36% of Harmony Asset Management's portfolio in Q2 2026, its #68 holding.
  • Harmony Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.