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

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

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.