ISTB β€” ISHARES CORE 1-5 YEAR USD BOND ETF

Ownership history in CAHABA WEALTH MANAGEMENT, INC.  Β·  33 quarters on record

AI Ownership Summary

CAHABA WEALTH MANAGEMENT, INC. reported ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.86% in 2025 Q1. The latest visible filing shows ISTB at 3.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAHABA WEALTH MANAGEMENT, INC.'s position in ISHARES CORE 1-5 YEAR USD BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ISTB was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAHABA WEALTH MANAGEMENT, INC. held ISTB β€” position size vs. price
% of Fund (quarterly)    ISTB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,064,566 +66,931 +6.7% 3.61% $51.9M 2026-02-14 (Est.) $48.60
2025 Q3 ADDED 997,635 +46,350 +4.9% 3.53% $48.7M 2025-10-17 $47.91
2025 Q2 REDUCED 951,285 -14,474 -1.5% 3.60% $46.3M 2025-07-16 $46.88
2025 Q1 ADDED 965,759 +40,380 +4.4% 3.86% $46.7M 2025-05-01 $46.49
2024 Q4 ADDED 925,379 +43,176 +4.9% 3.66% $44.2M 2025-02-13 $45.60
2024 Q3 ADDED 882,203 +38,141 +4.5% 3.54% $42.9M 2024-10-18 $45.38
2024 Q2 ADDED 844,062 +77,986 +10.2% 3.53% $40.0M 2024-08-05 $44.98
2024 Q1 ADDED 766,076 +47,612 +6.6% 3.30% $36.3M 2024-04-22 $43.27
2023 Q4 ADDED 718,464 +36,499 +5.4% 3.39% $34.2M 2024-01-23 $43.39
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ISTB

As of 2026 Q1 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.01% Hickory Point Bank & Trust 0.01% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About CAHABA WEALTH MANAGEMENT, INC. and ISTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAHABA WEALTH MANAGEMENT, INC. reported owning ISTB?

CAHABA WEALTH MANAGEMENT, INC. reported ISTB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISTB position in CAHABA WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for ISTB was 3.86% in 2025 Q1.

What is the latest reported ISTB position on this page?

The most recent filing on this page is 2025 Q4, when CAHABA WEALTH MANAGEMENT, INC. reported 1,064,566 shares, equal to 3.61% of portfolio, with an estimated market value of $51.9M.

What does the chart on this ISTB ownership page compare?

The chart compares CAHABA WEALTH MANAGEMENT, INC.'s quarterly ISTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CAHABA WEALTH MANAGEMENT, INC. Holdings