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

Cornerstone Planning Group’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 Q3	–	Sell	-17	Closed	-$818	–	927
2026 Q2	$818	Sell	17 -1	-6%	-$48	﹤0.01%	1553
2026 Q1	$822	Sell	18 -5	-22%	-$244	﹤0.01%	1518
2025 Q4	$1.12K	Hold	23	–	–	﹤0.01%	1321
2025 Q3	$1.12K	Buy	+23	New	+$1.12K	﹤0.01%	1280
2025 Q2	–	Sell	-2	Closed	-$96	–	1612
2025 Q1	$96	Buy	+2	New	+$96	﹤0.01%	1501
2023 Q3	–	Sell	-283	Closed	-$13.2K	–	1256
2023 Q2	$13.2K	Buy	+283	New	+$13.3K	0.01%	552
2022 Q4	$18.7K	Buy	+397	New	+$18.4K	0.01%	454

Other funds holding ISTB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Cornerstone Planning Group's ISTB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026, closing a stake of 17 shares — an estimated $818 sold.

Cornerstone Planning Group first reported a position in ISTB in Q4 2022 and held it in 7 quarters. The position peaked at $18.7K in Q4 2022. 84 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 17 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $818.
Cornerstone Planning Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's iShares Core 1-5 Year USD Bond ETF position peaked at $18.7K in Q4 2022.
84 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.