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

Western 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
Q3 		$640K Sell
13,542
-457
-3% -$21.9K 0.02% 581
2026
Q2 		$675K Sell
13,999
-1,562
-10% -$75.4K 0.02% 593
2026
Q1 		$754K Buy
15,561
+4
+0% +$195 0.03% 524
2025
Q4 		$758K Sell
15,557
-897
-5% -$43.8K 0.03% 414
2025
Q3 		$804K Sell
16,454
-3,227
-16% -$157K 0.04% 344
2025
Q2 		$957K Sell
19,681
-94
-0.5% -$4.54K 0.06% 287
2025
Q1 		$956K Sell
19,775
-24
-0.1% -$1.15K 0.06% 265
2024
Q4 		$946K Sell
19,799
-393
-2% -$18.9K 0.05% 325
2024
Q3 		$983K Sell
20,192
-1,539
-7% -$74.1K 0.06% 321
2024
Q2 		$1.03M Sell
21,731
-200
-0.9% -$9.43K 0.08% 224
2024
Q1 		$1.04M Sell
21,931
-339
-2% -$16.1K 0.08% 223
2023
Q4 		$1.06M Sell
22,270
-168
-0.7% -$7.84K 0.08% 264
2023
Q3 		$1.04M Buy
22,438
+50
+0.2% +$2.33K 0.09% 239
2023
Q2 		$1.04M Buy
22,388
+1,005
+5% +$47.2K 0.09% 231
2023
Q1 		$1.01M Sell
21,383
-396
-2% -$18.5K 0.09% 231
2022
Q4 		$1.01M Sell
21,779
-22,977
-51% -$1.06M 0.1% 218
2022
Q3 		$2.06M Hold
44,756
– – 0.12% 179
2022
Q2 		$2.12M Sell
44,756
-9,011
-17% -$430K 0.12% 176
2022
Q1 		$2.6M Buy
53,767
+31,389
+140% +$1.55M 0.13% 163
2021
Q4 		$1.13M Buy
+22,378
New +$1.13M 0.11% 176
2021
Q2 		$1.44M Buy
28,061
+5,291
+23% +$272K 0.15% 152
2021
Q1 		$1.17M Buy
22,770
+882
+4% +$45.4K 0.16% 144
2020
Q4 		$1.13M Buy
21,888
+148
+0.7% +$7.62K 0.17% 141
2020
Q3 		$1.12M Sell
21,740
-436
-2% -$22.5K 0.18% 127
2020
Q2 		$1.14M Sell
22,176
-1,454
-6% -$74.3K 0.21% 120
2020
Q1 		$1.19M Sell
23,630
-2,488
-10% -$126K 0.27% 88
2019
Q4 		$1.32M Sell
26,118
-478
-2% -$24.1K 0.2% 117
2019
Q3 		$1.34M Sell
26,596
-443
-2% -$22.3K 0.28% 87
2019
Q2 		$1.36M Sell
27,039
-113
-0.4% -$5.64K 0.18% 111
2019
Q1 		$1.35M Sell
27,152
-1,013
-4% -$50.1K 0.3% 82
2018
Q4 		$1.38M Buy
+28,165
New +$1.37M 0.37% 62

Other funds holding ISTB

Triad Wealth Partners
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Western Wealth Management's ISTB Position: Q3 2026 in Review

Western Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.3% in Q3 2026, selling an estimated $21.9K and leaving 13,542 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #581.

Western Wealth Management first reported a position in ISTB in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.6M in Q1 2022. 268 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Western Wealth Management held 13,542 shares of iShares Core 1-5 Year USD Bond ETF worth $640K as of Q3 2026.
  • Western Wealth Management sold 457 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $21.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q3 2026, its #581 holding.
  • Western Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Western Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.6M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.