Wolff Wiese Magana’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wolff Wiese Magana’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	$145	Hold	3	–	–	﹤0.01%	1004
2026 Q1	$146	Hold	3	–	–	﹤0.01%	961
2025 Q4	$147	Hold	3	–	–	﹤0.01%	919
2025 Q3	$147	Hold	3	–	–	﹤0.01%	934
2025 Q2	$146	Hold	3	–	–	﹤0.01%	951
2025 Q1	$146	Hold	3	–	–	﹤0.01%	965
2024 Q4	$144	Hold	3	–	–	﹤0.01%	928
2024 Q3	$147	Hold	3	–	–	﹤0.01%	959
2024 Q2	$143	Hold	3	–	–	﹤0.01%	759
2024 Q1	$143	Hold	3	–	–	﹤0.01%	689
2023 Q4	$143	Hold	3	–	–	﹤0.01%	689
2023 Q3	$140	Hold	3	–	–	﹤0.01%	764
2023 Q2	$140	Hold	3	–	–	﹤0.01%	771
2023 Q1	$142	Hold	3	–	–	﹤0.01%	737
2022 Q4	$139	Hold	3	–	–	﹤0.01%	740
2022 Q3	$0	Hold	3	–	–	﹤0.01%	897
2022 Q2	$0	Hold	3	–	–	﹤0.01%	903
2022 Q1	$0	Hold	3	–	–	﹤0.01%	827
2021 Q4	$0	Hold	3	–	–	﹤0.01%	824
2021 Q3	$0	Hold	3	–	–	﹤0.01%	850
2021 Q2	$0	Hold	3	–	–	﹤0.01%	859
2021 Q1	$0	Hold	3	–	–	﹤0.01%	758
2020 Q4	$0	Buy	+3	New	+$155	﹤0.01%	692

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wolff Wiese Magana's ISTB Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 3 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Wolff Wiese Magana first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $147 in Q4 2025. 256 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Wolff Wiese Magana held 3 shares of iShares Core 1-5 Year USD Bond ETF worth $145 as of Q2 2026.
Wolff Wiese Magana left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #1004 holding.
Wolff Wiese Magana first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Core 1-5 Year USD Bond ETF position peaked at $147 in Q4 2025.
256 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.