Vima LLC
ISTB icon

Vima LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Vima LLC’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
Q3 		$15.1K Hold
319
– – 0.02% 232
2026
Q2 		$15.4K Buy
+319
New +$15.4K 0.02% 240
2024
Q2 		– Sell
-500
Closed -$23.6K – 199
2024
Q1 		$23.6K Buy
500
+181
+57% +$8.58K 0.03% 171
2023
Q4 		$15.2K Buy
+319
New +$14.9K 0.04% 213

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Vima LLC's ISTB Position: Q3 2026 in Review

Vima LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 319 shares worth $15.1K. The position accounts for 0.02% of the portfolio, ranked #232.

Vima LLC first reported a position in ISTB in Q4 2023 and has held it in 4 quarters since. The position peaked at $23.6K in Q1 2024. 157 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Vima LLC held 319 shares of iShares Core 1-5 Year USD Bond ETF worth $15.1K as of Q3 2026.
  • Vima LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #232 holding.
  • Vima LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $23.6K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.