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 $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

SSWG

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Avantax Planning Partners's ISTB Position: Q1 2026 in Review

Avantax Planning Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 4,563 shares — an estimated $222K sold.

Avantax Planning Partners first reported a position in ISTB in Q3 2022 and held it in 14 quarters. The position peaked at $6.23M in Q3 2022. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Avantax Planning Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 4,563 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $222K.
Avantax Planning Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2022 and held it in 14 quarters.
Avantax Planning Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $6.23M in Q3 2022.
394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.