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 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

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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

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

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

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

Cornerstone Planning Group's ISTB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.6% in Q2 2026, selling an estimated $48 and leaving 17 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Cornerstone Planning Group first reported a position in ISTB in Q4 2022 and has held it in 7 quarters since. The position peaked at $18.7K in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Cornerstone Planning Group held 17 shares of iShares Core 1-5 Year USD Bond ETF worth $818 as of Q2 2026.
Cornerstone Planning Group sold 1 iShares Core 1-5 Year USD Bond ETF share in Q2 2026, an estimated $48.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1553 holding.
Cornerstone Planning Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's iShares Core 1-5 Year USD Bond ETF position peaked at $18.7K in Q4 2022.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.