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

Creative Planning’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 		$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
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Creative Planning's ISTB Position: Q1 2026 in Review

Creative Planning reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.1% in Q1 2026, selling an estimated $550K and leaving 147,652 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Creative Planning first reported a position in ISTB in Q1 2016 and has held it in 30 quarters since. The position peaked at $22M in Q1 2022. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Creative Planning held 147,652 shares of iShares Core 1-5 Year USD Bond ETF worth $7.16M as of Q1 2026.
  • Creative Planning sold 11,283 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $550K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #928 holding.
  • Creative Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and has held it in 30 quarters since.
  • Creative Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $22M in Q1 2022.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.