WEALTH MANAGEMENT RESOURCES, INC. ISTB holdings history
ISHARES CORE 1-5 YEAR USD BO · CUSIP 46432F859 · CIK 1063516
As of 2026-06-30, WEALTH MANAGEMENT RESOURCES, INC. reported 359.26K ISTB (shares), valued at $17.33M, or 5.35% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 8.85%; reported value increased 8.38%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.35% | 359,263 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 5.57% | 330,044 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 5.64% | 328,886 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 5.44% | 344,379 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 5.52% | 332,078 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 5.47% | 311,929 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 5.23% | 296,477 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 4.02% | 205,971 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 4.22% | 203,085 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.66% | 178,380 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.76% | 168,224 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 3.76% | 168,224 | $8.00M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 3.66% | 178,380 | $8.46M | Shares increased 6.04%; reported value increased 5.77%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 4.22% | 203,085 | $9.82M | Shares increased 13.85%; reported value increased 16.08%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 4.02% | 205,971 | $10.03M | Shares increased 1.42%; reported value increased 2.06%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 5.23% | 296,477 | $14.16M | Shares increased 43.94%; reported value increased 41.26%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 5.47% | 311,929 | $15.08M | Shares increased 5.21%; reported value increased 6.49%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 5.52% | 332,078 | $16.16M | Shares increased 6.46%; reported value increased 7.12%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 5.44% | 344,379 | $16.82M | Shares increased 3.70%; reported value increased 4.11%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 5.64% | 328,886 | $16.03M | Shares decreased 4.50%; reported value decreased 4.67%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 5.57% | 330,044 | $15.99M | Shares increased 0.35%; reported value decreased 0.24%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 5.35% | 359,263 | $17.33M | Shares increased 8.85%; reported value increased 8.38%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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