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

Prosperity 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 Q3	–	Hold	0	–	–	–	1
2026 Q2	–	Hold	0	–	–	–	1
2026 Q1	–	Hold	0	–	–	–	1
2025 Q4	–	Hold	0	–	–	–	1
2025 Q3	–	Hold	0	–	–	–	1
2025 Q2	–	Hold	0	–	–	–	1
2025 Q1	–	Hold	0	–	–	–	1
2024 Q4	–	Hold	0	–	–	–	1
2024 Q3	–	Sell	-736,408	Closed	-$35.4M	–	1
2024 Q2	$34.9M	Buy	+736,408	New	+$34.7M	11.92%	1
2024 Q1	–	Hold	0	–	–	–	1
2023 Q4	–	Hold	0	–	–	–	1
2023 Q3	–	Hold	0	–	–	–	1
2023 Q2	–	Hold	0	–	–	–	1
2023 Q1	–	Hold	0	–	–	–	1
2022 Q4	–	Hold	0	–	–	–	1
2022 Q3	–	Hold	0	–	–	–	1
2022 Q2	–	Hold	0	–	–	–	1
2022 Q1	–	Hold	0	–	–	–	1
2021 Q4	–	Hold	0	–	–	–	1
2021 Q3	–	Hold	0	–	–	–	1
2021 Q2	–	Hold	0	–	–	–	1
2021 Q1	–	Hold	0	–	–	–	1
2020 Q4	–	Hold	0	–	–	–	1

Other funds holding ISTB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Prosperity Planning's ISTB Position: Q3 2026 in Review

Prosperity Planning held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 0 shares worth $55M. The position accounts for 12.2% of the portfolio, ranked #1.

Prosperity Planning first reported a position in ISTB in Q2 2024 and has held it in 1 quarter since. The position peaked at $34.9M in Q2 2024. 72 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Prosperity Planning held 0 shares of iShares Core 1-5 Year USD Bond ETF worth $55M as of Q3 2026.
Prosperity Planning left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up 12.2% of Prosperity Planning's portfolio in Q3 2026, its #1 holding.
Prosperity Planning first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's iShares Core 1-5 Year USD Bond ETF position peaked at $34.9M in Q2 2024.
72 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.