Avantax Planning Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Avantax Planning Partners’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 Q1	–	Sell	-4,563	Closed	-$222K	–	451
2025 Q4	$222K	Sell	4,563 -204	-4%	-$9.96K	0.01%	401
2025 Q3	$233K	Hold	4,767	–	–	0.01%	393
2025 Q2	$232K	Sell	4,767 -452	-9%	-$21.8K	0.01%	405
2025 Q1	$252K	Hold	5,219	–	–	0.01%	370
2024 Q4	$249K	Sell	5,219 -103	-2%	-$4.94K	0.01%	369
2024 Q3	$259K	Hold	5,322	–	–	0.01%	361
2024 Q2	$252K	Hold	5,322	–	–	0.01%	394
2024 Q1	$252K	Hold	5,322	–	–	0.01%	391
2023 Q4	$253K	Hold	5,322	–	–	0.01%	318
2023 Q3	$247K	Sell	5,322 -558	-9%	-$26K	0.01%	312
2023 Q2	$274K	Sell	5,880 -8,198	-58%	-$385K	0.01%	310
2023 Q1	$664K	Sell	14,078 -114,994	-89%	-$5.38M	0.03%	211
2022 Q4	$5.99M	Sell	129,072 -6,068	-4%	-$281K	0.24%	54
2022 Q3	$6.23M	Buy	+135,140	New	+$6.38M	0.28%	43

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return