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

HHM Wealth 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 		$1.04M Sell
21,598
-731
-3% -$35.3K 0.1% 78
2026
Q1 		$1.08M Sell
22,329
-762
-3% -$37.1K 0.12% 67
2025
Q4 		$1.13M Buy
23,091
+104
+0.5% +$5.08K 0.13% 64
2025
Q3 		$1.12M Sell
22,987
-1,229
-5% -$59.8K 0.13% 69
2025
Q2 		$1.18M Sell
24,216
-420
-2% -$20.3K 0.14% 62
2025
Q1 		$1.19M Sell
24,636
-7,903
-24% -$379K 0.16% 61
2024
Q4 		$1.55M Sell
32,539
-1,509
-4% -$72.4K 0.21% 52
2024
Q3 		$1.66M Sell
34,048
-1,427
-4% -$68.7K 0.24% 42
2024
Q2 		$1.68M Sell
35,475
-2,527
-7% -$119K 0.25% 39
2024
Q1 		$1.8M Sell
38,002
-7,019
-16% -$333K 0.3% 31
2023
Q4 		$2.14M Sell
45,021
-434
-1% -$20.3K 0.37% 25
2023
Q3 		$2.11M Sell
45,455
-7,689
-14% -$358K 0.41% 22
2023
Q2 		$2.48M Sell
53,144
-12,113
-19% -$569K 0.46% 20
2023
Q1 		$3.08M Sell
65,257
-10,683
-14% -$500K 0.63% 18
2022
Q4 		$3.53M Buy
75,940
+18,091
+31% +$837K 0.81% 16
2022
Q3 		$2.67M Sell
57,849
-732
-1% -$34.5K 0.7% 17
2022
Q2 		$2.78M Sell
58,581
-5,059
-8% -$241K 0.71% 17
2022
Q1 		$3.08M Sell
63,640
-5,594
-8% -$276K 0.72% 17
2021
Q4 		$3.49M Buy
69,234
+745
+1% +$37.7K 0.84% 15
2021
Q3 		$3.5M Buy
68,489
+6,042
+10% +$310K 0.95% 14
2021
Q2 		$3.2M Buy
62,447
+2,589
+4% +$133K 0.87% 14
2021
Q1 		$3.07M Sell
59,858
-27
-0% -$1.39K 0.95% 14
2020
Q4 		$3.09M Buy
59,885
+1,686
+3% +$86.9K 1.06% 13
2020
Q3 		$3M Buy
58,199
+13,417
+30% +$692K 1.2% 13
2020
Q2 		$2.31M Sell
44,782
-563
-1% -$28.8K 0.96% 14
2020
Q1 		$2.29M Sell
45,345
-3,675
-7% -$185K 1.12% 15
2019
Q4 		$2.44M Buy
49,020
+11,894
+32% +$599K 1.17% 15
2019
Q3 		$1.87M Buy
+37,126
New +$1.87M 1.07% 14

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

HHM Wealth Advisors's ISTB Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.3% in Q2 2026, selling an estimated $35.3K and leaving 21,598 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #78.

HHM Wealth Advisors first reported a position in ISTB in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.53M in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • HHM Wealth Advisors held 21,598 shares of iShares Core 1-5 Year USD Bond ETF worth $1.04M as of Q2 2026.
  • HHM Wealth Advisors sold 731 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $35.3K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.1% of HHM Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • HHM Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • HHM Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $3.53M in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.