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

Pearl 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 		$332K Hold
6,883
– – 0.15% 46
2026
Q1 		$334K Hold
6,883
– – 0.18% 42
2025
Q4 		$336K Buy
+6,883
New +$336K 0.21% 40

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

Pearl Planning's ISTB Position: Q2 2026 in Review

Pearl Planning held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 6,883 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #46.

Pearl Planning first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Pearl Planning held 6,883 shares of iShares Core 1-5 Year USD Bond ETF worth $332K as of Q2 2026.
  • Pearl Planning 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 0.15% of Pearl Planning's portfolio in Q2 2026, its #46 holding.
  • Pearl Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pearl Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $336K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.