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 Q3	$235K	Hold	4,979	–	–	0.19%	64
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

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Life Planning Partners's ISTB Position: Q3 2026 in Review

Life Planning Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 4,979 shares worth $235K. The position accounts for 0.19% of the portfolio, ranked #64.

Life Planning Partners first reported a position in ISTB in Q4 2021 and has held it in 8 quarters since. The position peaked at $241K in Q1 2026. 347 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Life Planning Partners held 4,979 shares of iShares Core 1-5 Year USD Bond ETF worth $235K as of Q3 2026.
Life Planning Partners left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.19% of Life Planning Partners's portfolio in Q3 2026, its #64 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 8 quarters since.
Life Planning Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $241K in Q1 2026.
347 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.