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

Pinnacle Wealth Planning 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 		$53.3K Hold
1,100
– – 0.01% 1167
2025
Q4 		$53.6K Buy
+1,100
New +$53.7K 0.01% 1152

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ISTB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2026 at 1,100 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #1167.

Pinnacle Wealth Planning Services first reported a position in ISTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.6K in Q4 2025. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,100 shares of iShares Core 1-5 Year USD Bond ETF worth $53.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1167 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core 1-5 Year USD Bond ETF position peaked at $53.6K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.