Lutz Financial Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Lutz Financial Services’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	$4.6M	Buy	94,905 +833	+0.9%	+$40.6K	0.31%	45
2025 Q4	$4.59M	Buy	94,072 +2,271	+2%	+$111K	0.31%	46
2025 Q3	$4.48M	Buy	91,801 +1,249	+1%	+$60.8K	0.32%	47
2025 Q2	$4.41M	Sell	90,552 -468	-0.5%	-$22.6K	0.34%	46
2025 Q1	$4.4M	Buy	91,020 +318	+0.4%	+$15.3K	0.36%	46
2024 Q4	$4.33M	Buy	90,702 +210	+0.2%	+$10.1K	0.35%	48
2024 Q3	$4.41M	Buy	90,492 +8,079	+10%	+$389K	0.36%	48
2024 Q2	$3.9M	Sell	82,413 -1,188	-1%	-$56K	0.34%	48
2024 Q1	$3.97M	Sell	83,601 -15,381	-16%	-$729K	0.35%	47
2023 Q4	$4.71M	Buy	98,982 +4,674	+5%	+$218K	0.44%	43
2023 Q3	$4.37M	Buy	94,308 +6,120	+7%	+$285K	0.48%	41
2023 Q2	$4.11M	Sell	88,188 -6,212	-7%	-$292K	0.44%	43
2023 Q1	$4.45M	Buy	94,400 +6,746	+8%	+$316K	0.51%	41
2022 Q4	$4.07M	Sell	87,654 -64,014	-42%	-$2.96M	0.5%	43
2022 Q3	$6.99M	Buy	151,668 +20,514	+16%	+$968K	0.96%	29
2022 Q2	$6.22M	Buy	+131,154	New	+$6.26M	0.82%	33

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T 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 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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return