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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
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

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Prosperity Planning's ISTB Position: Q2 2026 in Review

Prosperity Planning held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 0 shares worth $53M. The position accounts for 12.15% 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. 64 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Prosperity Planning held 0 shares of iShares Core 1-5 Year USD Bond ETF worth $53M as of Q2 2026.
  • Prosperity 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 12.15% of Prosperity Planning's portfolio in Q2 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.
  • 64 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.