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

Planning Directions’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	$4.63M	Buy	+95,634	New	+$4.66M	2.35%	13

Other funds holding ISTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SSWG

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

Planning Directions's ISTB Position: Q1 2026 in Review

Planning Directions opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026: 95,634 shares worth $4.63M. The stake represents 2.35% of the portfolio and ranks #13 among its holdings.

393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Planning Directions held 95,634 shares of iShares Core 1-5 Year USD Bond ETF worth $4.63M as of Q1 2026.
iShares Core 1-5 Year USD Bond ETF was a new Planning Directions position in Q1 2026.
iShares Core 1-5 Year USD Bond ETF made up 2.35% of Planning Directions's portfolio in Q1 2026, its #13 holding.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.