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 Q2	$503K	Buy	10,433 +1,185	+13%	+$57.2K	﹤0.01%	1111
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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

HB Wealth Management's ISTB Position: Q2 2026 in Review

HB Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q2 2026, buying an estimated $57.2K and bringing the position to 10,433 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

HB Wealth Management first reported a position in ISTB in Q4 2021 and has held it in 14 quarters since. The position peaked at $651K in Q3 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

HB Wealth Management held 10,433 shares of iShares Core 1-5 Year USD Bond ETF worth $503K as of Q2 2026.
HB Wealth Management bought 1,185 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $57.2K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1111 holding.
HB Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 14 quarters since.
HB Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $651K in Q3 2025.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.