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PlanWiser Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

PlanWiser Financial’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 		$3.64M Buy
75,402
+6,693
+10% +$323K 2.53% 15
2026
Q1 		$3.33M Buy
+68,709
New +$3.35M 2.41% 13
2025
Q2 		– Sell
-56,248
Closed -$2.72M – 50
2025
Q1 		$2.72M Buy
+56,248
New +$2.7M 2.46% 16

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

PlanWiser Financial's ISTB Position: Q2 2026 in Review

PlanWiser Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.7% in Q2 2026, buying an estimated $323K and bringing the position to 75,402 shares worth $3.64M. The position accounts for 2.53% of the portfolio, ranked #15.

PlanWiser Financial first reported a position in ISTB in Q1 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • PlanWiser Financial held 75,402 shares of iShares Core 1-5 Year USD Bond ETF worth $3.64M as of Q2 2026.
  • PlanWiser Financial bought 6,693 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $323K.
  • iShares Core 1-5 Year USD Bond ETF made up 2.53% of PlanWiser Financial's portfolio in Q2 2026, its #15 holding.
  • PlanWiser Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.