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

Hohimer 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 		$203K Sell
4,206
-183
-4% -$8.84K 0.02% 372
2026
Q1 		$213K Sell
4,389
-989
-18% -$48.2K 0.03% 338
2025
Q4 		$262K Sell
5,378
-42
-0.8% -$2.05K 0.04% 235
2025
Q3 		$265K Sell
5,420
-100
-2% -$4.86K 0.04% 237
2025
Q2 		$269K Sell
5,520
-470
-8% -$22.7K 0.05% 190
2025
Q1 		$290K Sell
5,990
-42
-0.7% -$2.02K 0.06% 197
2024
Q4 		$288K Sell
6,032
-680
-10% -$32.6K 0.05% 183
2024
Q3 		$327K Sell
6,712
-866
-11% -$41.7K 0.07% 162
2024
Q2 		$359K Sell
7,578
-2,259
-23% -$107K 0.08% 173
2024
Q1 		$467K Sell
9,837
-5,298
-35% -$251K 0.11% 160
2023
Q4 		$720K Sell
15,135
-3,892
-20% -$182K 0.18% 139
2023
Q3 		$882K Sell
19,027
-9,868
-34% -$459K 0.25% 111
2023
Q2 		$1.35M Sell
28,895
-2,504
-8% -$118K 0.37% 73
2023
Q1 		$1.48M Sell
31,399
-2,251
-7% -$105K 0.43% 68
2022
Q4 		$1.56M Sell
33,650
-14,362
-30% -$665K 0.5% 54
2022
Q3 		$2.21M Sell
48,012
-3,361
-7% -$159K 0.71% 65
2022
Q2 		$2.44M Buy
51,373
+23,979
+88% +$1.14M 0.72% 64
2022
Q1 		$1.33M Buy
+27,394
New +$1.35M 0.26% 108

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

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

Hohimer Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.2% in Q2 2026, selling an estimated $8.84K and leaving 4,206 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #372.

Hohimer Wealth Management first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.44M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Hohimer Wealth Management held 4,206 shares of iShares Core 1-5 Year USD Bond ETF worth $203K as of Q2 2026.
  • Hohimer Wealth Management sold 183 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $8.84K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Hohimer Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Hohimer Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.44M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.