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

HighMark 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	$675	Hold	14	–	–	﹤0.01%	512
2026 Q1	$678	Hold	14	–	–	﹤0.01%	499
2025 Q4	$682	Hold	14	–	–	﹤0.01%	527
2025 Q3	$684	Hold	14	–	–	﹤0.01%	546
2025 Q2	$681	Hold	14	–	–	﹤0.01%	545
2025 Q1	$677	Hold	14	–	–	﹤0.01%	509
2024 Q4	$669	Hold	14	–	–	﹤0.01%	518
2024 Q3	$682	Hold	14	–	–	﹤0.01%	534
2024 Q2	$663	Hold	14	–	–	﹤0.01%	523
2024 Q1	$664	Hold	14	–	–	﹤0.01%	518
2023 Q4	$666	Hold	14	–	–	﹤0.01%	528
2023 Q3	$649	Hold	14	–	–	﹤0.01%	523
2023 Q2	$653	Hold	14	–	–	﹤0.01%	521
2023 Q1	$660	Buy	+14	New	+$655	﹤0.01%	556

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

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

HighMark Wealth Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 14 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #512.

HighMark Wealth Management first reported a position in ISTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $684 in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

HighMark Wealth Management held 14 shares of iShares Core 1-5 Year USD Bond ETF worth $675 as of Q2 2026.
HighMark Wealth Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #512 holding.
HighMark Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
HighMark Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $684 in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.