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

Horizon Investments’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	$3.4K	Sell	71 -71	-50%	-$3.43K	﹤0.01%	1245
2026 Q1	$6.83K	Buy	142 +71	+100%	+$3.46K	﹤0.01%	1212
2025 Q4	$3.46K	Hold	71	–	–	﹤0.01%	1192
2025 Q3	$3.44K	Hold	71	–	–	﹤0.01%	1074
2025 Q2	$3.43K	Hold	71	–	–	﹤0.01%	1012
2025 Q1	$3.41K	Hold	71	–	–	﹤0.01%	694
2024 Q4	$3.38K	Hold	71	–	–	﹤0.01%	698
2024 Q3	$3.43K	Sell	71 -283,511	-100%	-$13.6M	﹤0.01%	679
2024 Q2	$13.3M	Buy	283,582 +13,975	+5%	+$659K	0.37%	38
2024 Q1	$12.7M	Sell	269,607 -51,506	-16%	-$2.44M	0.33%	42
2023 Q4	$15.2M	Buy	321,113 +32,206	+11%	+$1.5M	0.42%	34
2023 Q3	$13.3M	Buy	288,907 +35,686	+14%	+$1.66M	0.41%	36
2023 Q2	$11.8M	Buy	253,221 +67,012	+36%	+$3.15M	0.34%	39
2023 Q1	$8.74M	Buy	186,209 +35,246	+23%	+$1.65M	0.26%	48
2022 Q4	$7M	Buy	150,963 +24,885	+20%	+$1.15M	0.2%	62
2022 Q3	$5.79M	Buy	126,078 +83,031	+193%	+$3.92M	0.18%	56
2022 Q2	$2.03M	Sell	43,047 -22,339	-34%	-$1.07M	0.06%	109
2022 Q1	$3.16M	Buy	+65,386	New	+$3.23M	0.09%	107

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

Horizon Investments's ISTB Position: Q2 2026 in Review

Horizon Investments reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 50% in Q2 2026, selling an estimated $3.43K and leaving 71 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Horizon Investments first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.2M in Q4 2023. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Horizon Investments held 71 shares of iShares Core 1-5 Year USD Bond ETF worth $3.4K as of Q2 2026.
Horizon Investments sold 71 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.43K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1245 holding.
Horizon Investments first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
Horizon Investments's iShares Core 1-5 Year USD Bond ETF position peaked at $15.2M in Q4 2023.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.