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

Maimon 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 		$4.45M Buy
92,160
+6,400
+7% +$309K 3.43% 9
2026
Q1 		$4.15M Buy
85,760
+6,134
+8% +$299K 3.64% 9
2025
Q4 		$3.88M Buy
+79,626
New +$3.89M 3.61% 10

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

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

Maimon Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.5% in Q2 2026, buying an estimated $309K and bringing the position to 92,160 shares worth $4.45M. The position accounts for 3.43% of the portfolio, ranked #9.

Maimon Wealth Management first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Maimon Wealth Management held 92,160 shares of iShares Core 1-5 Year USD Bond ETF worth $4.45M as of Q2 2026.
  • Maimon Wealth Management bought 6,400 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $309K.
  • iShares Core 1-5 Year USD Bond ETF made up 3.43% of Maimon Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Maimon Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.