{"id":51578,"date":"2026-04-15T16:38:45","date_gmt":"2026-04-15T16:38:45","guid":{"rendered":"https:\/\/foreignnewstoday.com\/?p=51578"},"modified":"2026-04-15T16:38:45","modified_gmt":"2026-04-15T16:38:45","slug":"investment-advisor-loads-up-on-bond-etf-according-to-latest-sec-filing","status":"publish","type":"post","link":"https:\/\/foreignnewstoday.com\/?p=51578","title":{"rendered":"Investment Advisor Loads Up on Bond ETF, According to Latest SEC Filing"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div data-testid=\"article-body\">\n<div class=\"bodyItems-wrapper\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Planning Directions Inc. opened a new position in <strong>iShares Core 1-5 Year USD Bond ETF<\/strong> <span class=\"ticker\">(NASDAQ:ISTB)<\/span>, acquiring 95,634 shares in the first quarter, an estimated $4.66 million trade based on the quarterly average price, according to its April 15, 2026, SEC filing.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->According to a <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/821103\/000082110326000005\/0000821103-26-000005-index.html\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:recent SEC filing;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;recent SEC filing&quot;}\" class=\"link \">recent SEC filing<\/a>, Planning Directions Inc initiated a new stake in iShares Core 1-5 Year USD Bond ETF during the first quarter of 2026. The fund bought 95,634 shares, with the estimated transaction value at $4.66 million based on the period\u2019s average price. The quarter-end position was valued at $4.63 million, capturing both trading and price effects.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->This is a new position; as of March 31, 2026, it accounted for 2.35% of the fund\u2019s 13F reportable assets under management.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Top five holdings after the filing:<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NYSEMKT:IVE: $22.37 million (11.3% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NYSEMKT:SCHD: $14.88 million (7.5% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NYSEMKT:VIG: $14.84 million (7.5% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ:UITB: $14.04 million (7.1% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ:AAPL: $10.87 million (5.5% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->As of April 14, 2026, ISTB shares were priced at $48.54.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The ETF carried a 4.19% annualized dividend yield and was priced 1.04% below its 52-week high as of April 15, 2026.<!-- HTML_TAG_END --><\/p>\n<div class=\"table-container yf-t4vsm6\">\n<div class=\"pcrstb-wrap\"><table class=\"article-table yf-t4vsm6\">\n<thead>\n<tr>\n<th>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Metric<!-- HTML_TAG_END --><\/p>\n<\/th>\n<th>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Value<!-- HTML_TAG_END --><\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-testid=\"cell-0-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->AUM<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-0-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->$4.739 billion<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-1-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Price (as of market close 2026-04-14)<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-1-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->$48.54<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-2-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Dividend yield<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-2-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->4.19%<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-3-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->1-year total return<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-3-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->5.29%<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div><\/div>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Seeks to track the performance of an index composed of U.S. dollar-denominated investment-grade and high-yield bonds with maturities between one and five years.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Holds a diversified portfolio of U.S. dollar-denominated bonds rated investment grade or high yield, with maturities between one and five years.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Operates as a passively managed ETF tracking the performance of an index of U.S. dollar-denominated bonds with maturities between one and five years.<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The iShares Core 1-5 Year USD Bond ETF offers institutional investors efficient exposure to short-duration U.S. dollar-denominated bonds across both investment-grade and select high-yield issuers. With a market capitalization of $4.75 billion and a competitive dividend yield of 4.19%, the fund is designed to balance income generation with lower interest rate sensitivity. Its strategy and broad portfolio composition make it a suitable core holding for fixed income allocations seeking stability and liquidity.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Planning Directions Inc, a Pennsylvania-based investment advisor, recently disclosed the purchase of approximately 96,000 shares of the iShares Core 1-5 Year USD Bond ETF (ISTB) during the first quarter of 2026 (the three months ending on March 31, 2026). Here are some key takeaways for investors.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p>   <button class=\"secondary-btn fin-size-large readmore-button    rounded   yf-r7dg9i\" data-ylk=\"elm:readmore;itc:1;sec:content-canvas;slk:Story%20Continues\" data-yga=\"{&quot;yLinkElement&quot;:&quot;readmore&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Story Continues&quot;}\" aria-label=\"Story Continues\" title=\"Story Continues\"> <span>Story Continues<\/span> <\/button> <\/p>\n<div class=\"read-more-wrapper\" style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Firstly, ISTB is a <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/etfs\/bond-etfs\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=97cafd41-3020-4abb-8ba6-5cbb5d9a8d27\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:bond ETF;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;bond ETF&quot;}\" class=\"link \">bond ETF<\/a>. It holds U.S. treasury notes, investment-grade corporate bonds, and high-yield corporate bonds. While more than half of its holdings are U.S. Treasury notes, the fund also holds significant positions in bonds issued by <strong>Bank of America<\/strong>, <strong>Wells Fargo<\/strong>, and <strong>Goldman Sachs<\/strong>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->This ETF may appeal to investors seeking income from their portfolio. The fund has a forward dividend yield of 4.2%, meaning investors can generate significant income from this ETF. In addition, the fund has a low expense ratio of 0.06%, which will appeal to cost-conscious investors.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Before you buy stock in iShares Trust &#8211; iShares Core 1-5 Year Usd Bond ETF, consider this:<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The <em>Motley Fool Stock Advisor<\/em> analyst team just identified what they believe are the\u00a0<strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=8c1b30b6-6ae4-4b75-9724-d31bb3a7b50e&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001181%26company%3DiShares%2520Trust%2520-%2520iShares%2520Core%25201-5%2520Year%2520Usd%2520Bond%2520ETF%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=97cafd41-3020-4abb-8ba6-5cbb5d9a8d27\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;10 best stocks&quot;}\" class=\"link \">10 best stocks<\/a><\/strong> for investors to buy now\u2026 and iShares Trust &#8211; iShares Core 1-5 Year Usd Bond ETF wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Consider when <strong>Netflix<\/strong> made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0<strong>you\u2019d have $573,160<\/strong>!* Or when <strong>Nvidia<\/strong> made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $1,204,712<\/strong>!*<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Now, it\u2019s worth noting\u00a0<em>Stock Advisor\u2019s<\/em> total average return is 1,002<span>% \u2014 a market-crushing outperformance compared to 195% for the S&amp;P 500.\u00a0<strong><span>Don&#8217;t miss the latest top 10 list, available with\u00a0<em>Stock Advisor<\/em>, and join an investing community built by individual investors for individual investors.<\/span><\/strong><\/span><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=8c1b30b6-6ae4-4b75-9724-d31bb3a7b50e&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001181%26company%3DiShares%2520Trust%2520-%2520iShares%2520Core%25201-5%2520Year%2520Usd%2520Bond%2520ETF%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18781%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DiShares%2520Trust%2520-%2520iShares%2520Core%25201-5%2520Year%2520Usd%2520Bond%2520ETF&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=97cafd41-3020-4abb-8ba6-5cbb5d9a8d27\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See the 10 stocks \u00bb&quot;}\"><strong>See the 10 stocks \u00bb<\/strong><\/a><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>*Stock Advisor returns as of April 15, 2026. <\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>Bank of America is an advertising partner of Motley Fool Money. Wells Fargo is an advertising partner of Motley Fool Money. <a href=\"https:\/\/www.fool.com\/author\/20509\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Jake Lerch;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Jake Lerch&quot;}\" class=\"link \">Jake Lerch<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Goldman Sachs Group, and Vanguard Dividend Appreciation ETF and is short shares of Apple. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;disclosure policy&quot;}\" class=\"link \">disclosure policy<\/a>.<\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><a href=\"https:\/\/www.fool.com\/coverage\/filings\/2026\/04\/15\/investment-advisor-loads-up-on-bond-etf-according-to-latest-sec-filing\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Investment Advisor Loads Up on Bond ETF, According to Latest SEC Filing;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Investment Advisor Loads Up on Bond ETF, According to Latest SEC Filing&quot;}\" class=\"link \">Investment Advisor Loads Up on Bond ETF, According to Latest SEC Filing<\/a> was originally published by The Motley Fool<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/finance.yahoo.com\/markets\/options\/articles\/investment-advisor-loads-bond-etf-162933631.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planning Directions Inc. opened a new position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB), acquiring 95,634 shares in the first quarter, an estimated $4.66&hellip;<\/p>\n","protected":false},"author":1,"featured_media":51579,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[31],"tags":[],"class_list":["post-51578","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-finance"],"_links":{"self":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts\/51578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=51578"}],"version-history":[{"count":0,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/posts\/51578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=\/wp\/v2\/media\/51579"}],"wp:attachment":[{"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=51578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=51578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/foreignnewstoday.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=51578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}