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Leavell Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Leavell Investment Management’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 		$2.46M Buy
51,052
+14,111
+38% +$682K 0.09% 206
2026
Q1 		$1.79M Buy
36,941
+22,740
+160% +$1.11M 0.07% 238
2025
Q4 		$692K Buy
14,201
+3,051
+27% +$149K 0.03% 347
2025
Q3 		$545K Sell
11,150
-2,535
-19% -$123K 0.02% 393
2025
Q2 		$666K Buy
13,685
+222
+2% +$10.7K 0.03% 356
2025
Q1 		$651K Buy
13,463
+309
+2% +$14.8K 0.03% 337
2024
Q4 		$628K Buy
13,154
+970
+8% +$46.6K 0.03% 342
2024
Q3 		$593K Buy
12,184
+500
+4% +$24.1K 0.03% 362
2024
Q2 		$553K Buy
11,684
+1,740
+17% +$82.1K 0.03% 346
2024
Q1 		$472K Buy
9,944
+150
+2% +$7.11K 0.03% 359
2023
Q4 		$466K Buy
9,794
+876
+10% +$40.9K 0.03% 337
2023
Q3 		$414K Buy
8,918
+1,525
+21% +$71K 0.03% 350
2023
Q2 		$345K Sell
7,393
-2,500
-25% -$117K 0.02% 379
2023
Q1 		$467K Hold
9,893
– – 0.03% 328
2022
Q4 		$459K Sell
9,893
-525
-5% -$24.3K 0.03% 323
2022
Q3 		$480K Hold
10,418
– – 0.04% 310
2022
Q2 		$494K Hold
10,418
– – 0.04% 310
2022
Q1 		$505K Buy
10,418
+400
+4% +$19.8K 0.03% 305
2021
Q4 		$505K Buy
10,018
+4,100
+69% +$208K 0.03% 313
2021
Q3 		$302K Buy
+5,918
New +$303K 0.02% 350

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Leavell Investment Management's ISTB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 38% in Q2 2026, buying an estimated $682K and bringing the position to 51,052 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #206.

Leavell Investment Management first reported a position in ISTB in Q3 2021 and has held it in 20 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Leavell Investment Management held 51,052 shares of iShares Core 1-5 Year USD Bond ETF worth $2.46M as of Q2 2026.
  • Leavell Investment Management bought 14,111 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $682K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #206 holding.
  • Leavell Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.