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

Holistic 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
2025
Q4 		– Sell
-7,086
Closed -$346K – 287
2025
Q3 		$346K Buy
7,086
+39
+0.6% +$1.9K 0.09% 173
2025
Q2 		$343K Buy
+7,047
New +$340K 0.1% 158

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Holistic Planning's ISTB Position: Q4 2025 in Review

Holistic Planning sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 7,086 shares — an estimated $346K sold.

Holistic Planning first reported a position in ISTB in Q2 2025 and held it in 2 quarters. The position peaked at $346K in Q3 2025. 388 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Holistic Planning reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Holistic Planning sold 7,086 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $346K.
  • Holistic Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • Holistic Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $346K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.