XY Planning Network
ISTB icon

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

XY Planning Network’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 		$2M Sell
42,423
-165
-0.4% -$7.9K 0.22% 96
2026
Q2 		$2.05M Buy
42,588
+10,424
+32% +$503K 0.26% 89
2026
Q1 		$1.55M Buy
32,164
+6,204
+24% +$302K 0.25% 94
2025
Q4 		$1.27M Buy
+25,960
New +$1.27M 0.22% 105

Other funds holding ISTB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
IRON Financial
IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return
Fiduciary Advisors Inc
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

XY Planning Network's ISTB Position: Q3 2026 in Review

XY Planning Network reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.39% in Q3 2026, selling an estimated $7.9K and leaving 42,423 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #96.

XY Planning Network first reported a position in ISTB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q2 2026. 101 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • XY Planning Network held 42,423 shares of iShares Core 1-5 Year USD Bond ETF worth $2M as of Q3 2026.
  • XY Planning Network sold 165 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $7.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.22% of XY Planning Network's portfolio in Q3 2026, its #96 holding.
  • XY Planning Network first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares Core 1-5 Year USD Bond ETF position peaked at $2.05M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.