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Holderness Investments Company’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Holderness Investments Company’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 		– Sell
-4,379
Closed -$213K – 257
2025
Q4 		$213K Hold
4,379
– – 0.04% 242
2025
Q3 		$214K Hold
4,379
– – 0.04% 242
2025
Q2 		$213K Hold
4,379
– – 0.05% 242
2025
Q1 		$212K Hold
4,379
– – 0.05% 241
2024
Q4 		$209K Hold
4,379
– – 0.05% 245
2024
Q3 		$213K Buy
+4,379
New +$211K 0.05% 244

Other funds holding ISTB

AA
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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
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Holderness Investments Company's ISTB Position: Q1 2026 in Review

Holderness Investments Company sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 4,379 shares — an estimated $213K sold.

Holderness Investments Company first reported a position in ISTB in Q3 2024 and held it in 6 quarters. The position peaked at $214K in Q3 2025. 395 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Holderness Investments Company reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Holderness Investments Company sold 4,379 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $213K.
  • Holderness Investments Company first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and held it in 6 quarters.
  • Holderness Investments Company's iShares Core 1-5 Year USD Bond ETF position peaked at $214K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.