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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
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

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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Vima LLC's ISTB Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 319 shares worth $15.4K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Vima LLC previously reported a position in ISTB as recently as Q1 2024.

Vima LLC first reported a position in ISTB in Q4 2023 and has held it in 3 quarters since. The position peaked at $23.6K in Q1 2024. 186 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Vima LLC held 319 shares of iShares Core 1-5 Year USD Bond ETF worth $15.4K as of Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Vima LLC position in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Vima LLC's portfolio in Q2 2026, its #240 holding.
  • Vima LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $23.6K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.