Investment Advisor Acquires New Position in iShares Core 1-5 Year USD Bond ETF
Planning Directions Inc. opened a new position in the iShares Core 1-5 Year USD Bond ETF (ISTB) during Q1 2026, acquiring 95,634 shares valued at approximately $4.66 million. The move accounts for 2.35% of the firm's 13F reportable assets under management. The ETF has a 4.19% annualized dividend yield and is trading slightly below its 52-week high.
Tickers: $AAPL $ISTB $IVE $SCHD $UITB $VIG
Topics: bond ETF investment strategy portfolio changes SEC filing