HWM
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HB Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

HB Wealth 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
Q1 		$448K Buy
9,248
+133
+1% +$6.48K ﹤0.01% 1032
2025
Q4 		$444K Sell
9,115
-4,219
-32% -$206K ﹤0.01% 954
2025
Q3 		$651K Buy
+13,334
New +$649K ﹤0.01% 746
2025
Q2 		– Sell
-13,242
Closed -$640K – 1234
2025
Q1 		$640K Hold
13,242
– – 0.01% 687
2024
Q4 		$633K Buy
13,242
+423
+3% +$20.3K 0.01% 545
2024
Q3 		$624K Buy
+12,819
New +$617K 0.01% 514
2023
Q3 		– Sell
-9,341
Closed -$436K – 773
2023
Q2 		$436K Hold
9,341
– – 0.01% 452
2023
Q1 		$440K Hold
9,341
– – 0.01% 443
2022
Q4 		$434K Hold
9,341
– – 0.01% 426
2022
Q3 		$431K Sell
9,341
-3,450
-27% -$163K 0.01% 363
2022
Q2 		$606K Buy
12,791
+1,249
+11% +$59.6K 0.01% 314
2022
Q1 		$559K Hold
11,542
– – 0.01% 333
2021
Q4 		$582K Buy
+11,542
New +$585K 0.01% 294

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.16B AUM 19.22% 1-Year Est. Return