Lutz Financial Services
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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
Q3 		$4.58M Buy
96,994
+765
+0.8% +$36.6K 0.28% 48
2026
Q2 		$4.64M Buy
96,229
+1,324
+1% +$63.9K 0.28% 47
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
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Lutz Financial Services's ISTB Position: Q3 2026 in Review

Lutz Financial Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.79% in Q3 2026, buying an estimated $36.6K and bringing the position to 96,994 shares worth $4.58M. The position accounts for 0.28% of the portfolio, ranked #48.

Lutz Financial Services first reported a position in ISTB in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.99M in Q3 2022. 347 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Lutz Financial Services held 96,994 shares of iShares Core 1-5 Year USD Bond ETF worth $4.58M as of Q3 2026.
  • Lutz Financial Services bought 765 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $36.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.28% of Lutz Financial Services's portfolio in Q3 2026, its #48 holding.
  • Lutz Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Lutz Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $6.99M in Q3 2022.
  • 347 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.