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

Life Planning Partners’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	$240K	Hold	4,979	–	–	0.18%	67
2026 Q1	$241K	Buy	+4,979	New	+$243K	0.18%	64
2024 Q1	–	Sell	-2,407	Closed	-$114K	–	143
2023 Q4	$114K	Buy	+2,407	New	+$112K	0.11%	76
2022 Q3	$208K	Hold	4,510	–	–	0.24%	49
2022 Q2	$213K	Sell	4,510 -210	-4%	-$10K	0.24%	48
2022 Q1	$229K	Hold	4,720	–	–	0.23%	46
2021 Q4	$238K	Buy	+4,720	New	+$239K	0.24%	44

Other funds holding ISTB

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Life Planning Partners's ISTB Position: Q2 2026 in Review

Life Planning Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 4,979 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #67.

Life Planning Partners first reported a position in ISTB in Q4 2021 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 225 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Life Planning Partners held 4,979 shares of iShares Core 1-5 Year USD Bond ETF worth $240K as of Q2 2026.
Life Planning Partners left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.18% of Life Planning Partners's portfolio in Q2 2026, its #67 holding.
Life Planning Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 7 quarters since.
Life Planning Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $241K in Q1 2026.
225 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.