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

PDS 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
2026
Q2 		$1.76M Sell
36,499
-4,519
-11% -$218K 0.1% 100
2026
Q1 		$1.99M Sell
41,018
-269
-0.7% -$13.1K 0.13% 77
2025
Q4 		$2.01M Sell
41,287
-2,454
-6% -$120K 0.13% 72
2025
Q3 		$2.14M Buy
43,741
+114
+0.3% +$5.54K 0.15% 69
2025
Q2 		$2.12M Buy
43,627
+458
+1% +$22.1K 0.16% 66
2025
Q1 		$2.09M Sell
43,169
-320
-0.7% -$15.4K 0.18% 65
2024
Q4 		$2.08M Buy
43,489
+196
+0.5% +$9.41K 0.18% 64
2024
Q3 		$2.11M Buy
43,293
+428
+1% +$20.6K 0.19% 63
2024
Q2 		$2.03M Sell
42,865
-2,709
-6% -$128K 0.2% 60
2024
Q1 		$2.16M Sell
45,574
-3,747
-8% -$178K 0.23% 57
2023
Q4 		$2.35M Sell
49,321
-24,486
-33% -$1.14M 0.27% 48
2023
Q3 		$3.42M Sell
73,807
-824
-1% -$38.4K 0.44% 39
2023
Q2 		$3.48M Sell
74,631
-5,265
-7% -$247K 0.45% 39
2023
Q1 		$3.77M Sell
79,896
-8,761
-10% -$410K 0.52% 34
2022
Q4 		$4.12M Buy
88,657
+74,374
+521% +$3.44M 0.66% 32
2022
Q3 		$658K Sell
14,283
-21,846
-60% -$1.03M 0.12% 71
2022
Q2 		$1.71M Sell
36,129
-1,581
-4% -$75.5K 0.31% 48
2022
Q1 		$1.83M Buy
37,710
+13,598
+56% +$672K 0.32% 45
2021
Q4 		$1.22M Sell
24,112
-2,850
-11% -$144K 0.23% 51
2021
Q3 		$1.38M Sell
26,962
-119
-0.4% -$6.1K 0.32% 43
2021
Q2 		$1.39M Buy
27,081
+1,808
+7% +$92.8K 0.34% 42
2021
Q1 		$1.3M Sell
25,273
-6,223
-20% -$320K 0.38% 40
2020
Q4 		$1.63M Sell
31,496
-729
-2% -$37.6K 0.56% 38
2020
Q3 		$1.66M Buy
32,225
+82
+0.3% +$4.23K 0.68% 38
2020
Q2 		$1.65M Sell
32,143
-38,019
-54% -$1.94M 0.75% 36
2020
Q1 		$3.54M Buy
70,162
+6,449
+10% +$325K 2.26% 12
2019
Q4 		$3.21M Buy
63,713
+7,511
+13% +$378K 2.03% 14
2019
Q3 		$2.84M Buy
56,202
+9,489
+20% +$478K 1.97% 15
2019
Q2 		$2.36M Buy
46,713
+6,219
+15% +$310K 1.75% 20
2019
Q1 		$2.02M Buy
+40,494
New +$2M 1.57% 20

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

PDS Planning's ISTB Position: Q2 2026 in Review

PDS Planning reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2026, selling an estimated $218K and leaving 36,499 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #100.

PDS Planning first reported a position in ISTB in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.12M in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • PDS Planning held 36,499 shares of iShares Core 1-5 Year USD Bond ETF worth $1.76M as of Q2 2026.
  • PDS Planning sold 4,519 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.1% of PDS Planning's portfolio in Q2 2026, its #100 holding.
  • PDS Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • PDS Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $4.12M in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.