Creative Planning’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.94M | Sell |
143,802
-3,850
| -3% | -$186K | ﹤0.01% | 1153 |
|
|
2026
Q1 | $7.16M | Sell |
147,652
-11,283
| -7% | -$550K | ﹤0.01% | 928 |
|
|
2025
Q4 | $7.75M | Sell |
158,935
-35,416
| -18% | -$1.73M | 0.01% | 732 |
|
|
2025
Q3 | $9.49M | Sell |
194,351
-20,418
| -10% | -$993K | 0.01% | 586 |
|
|
2025
Q2 | $10.4M | Sell |
214,769
-19,834
| -8% | -$957K | 0.01% | 507 |
|
|
2025
Q1 | $11.3M | Buy |
234,603
+13,457
| +6% | +$646K | 0.01% | 447 |
|
|
2024
Q4 | $10.6M | Sell |
221,146
-7,918
| -3% | -$380K | 0.01% | 428 |
|
|
2024
Q3 | $11.2M | Sell |
229,064
-6,633
| -3% | -$319K | 0.01% | 408 |
|
|
2024
Q2 | $11.2M | Sell |
235,697
-20,427
| -8% | -$963K | 0.01% | 383 |
|
|
2024
Q1 | $12.2M | Sell |
256,124
-47,072
| -16% | -$2.23M | 0.01% | 362 |
|
|
2023
Q4 | $14.4M | Sell |
303,196
-13,241
| -4% | -$618K | 0.03% | 305 |
|
|
2023
Q3 | $14.7M | Buy |
316,437
+86,835
| +38% | +$4.04M | 0.02% | 287 |
|
|
2023
Q2 | $10.7M | Sell |
229,602
-32,679
| -12% | -$1.54M | 0.01% | 336 |
|
|
2023
Q1 | $12.4M | Sell |
262,281
-13,443
| -5% | -$629K | 0.02% | 301 |
|
|
2022
Q4 | $12.8M | Sell |
275,724
-49,028
| -15% | -$2.27M | 0.02% | 284 |
|
|
2022
Q3 | $15M | Buy |
324,752
+104,008
| +47% | +$4.91M | 0.03% | 227 |
|
|
2022
Q2 | $10.5M | Sell |
220,744
-233,181
| -51% | -$11.1M | 0.02% | 311 |
|
|
2022
Q1 | $22M | Buy |
453,925
+102,723
| +29% | +$5.07M | 0.03% | 186 |
|
|
2021
Q4 | $17.7M | Buy |
351,202
+96,496
| +38% | +$4.89M | 0.03% | 204 |
|
|
2021
Q3 | $13M | Buy |
254,706
+218,003
| +594% | +$11.2M | 0.02% | 228 |
|
|
2021
Q2 | $1.88M | Sell |
36,703
-98,198
| -73% | -$5.04M | ﹤0.01% | 704 |
|
|
2021
Q1 | $6.92M | Buy |
134,901
+93,074
| +223% | +$4.79M | 0.01% | 343 |
|
|
2020
Q4 | $2.16M | Buy |
41,827
+37,320
| +828% | +$1.92M | ﹤0.01% | 641 |
|
|
2020
Q3 | $232K | Sell |
4,507
-4,286
| -49% | -$221K | ﹤0.01% | 1595 |
|
|
2020
Q2 | $453K | Buy |
+8,793
| New | +$449K | ﹤0.01% | 1084 |
|
|
2019
Q4 | – | Sell |
-6,547
| Closed | -$331K | – | 2056 |
|
|
2019
Q3 | $331K | Buy |
+6,547
| New | +$330K | ﹤0.01% | 1301 |
|
|
2017
Q3 | – | Sell |
-1,442
| Closed | -$72K | – | 2794 |
|
|
2017
Q2 | $72K | Hold |
1,442
| – | – | ﹤0.01% | 2221 |
|
|
2017
Q1 | $72K | Hold |
1,442
| – | – | ﹤0.01% | 2184 |
|
|
2016
Q4 | $72K | Hold |
1,442
| – | – | ﹤0.01% | 2093 |
|
|
2016
Q3 | $73K | Buy |
+1,442
| New | +$73K | ﹤0.01% | 2071 |
|
|
2016
Q2 | – | Sell |
-106
| Closed | -$5K | – | 4431 |
|
|
2016
Q1 | $5K | Buy |
+106
| New | +$5.28K | ﹤0.01% | 3585 |
|
Other funds holding ISTB
AA
TWP
ST
TA
Creative Planning's ISTB Position: Q2 2026 in Review
Creative Planning reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.6% in Q2 2026, selling an estimated $186K and leaving 143,802 shares worth $6.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.
Creative Planning first reported a position in ISTB in Q1 2016 and has held it in 31 quarters since. The position peaked at $22M in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.
- Creative Planning held 143,802 shares of iShares Core 1-5 Year USD Bond ETF worth $6.94M as of Q2 2026.
- Creative Planning sold 3,850 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $186K.
- iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1153 holding.
- Creative Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and has held it in 31 quarters since.
- Creative Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $22M in Q1 2022.
- 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.