Level Four Advisory Services’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
Q2
$346K Sell
7,170
-12
-0.2% -$580 0.01% 716
2026
Q1
$348K Buy
7,182
+1
+0% +$49 0.01% 671
2025
Q4
$350K Sell
7,181
-134
-2% -$6.54K 0.01% 650
2025
Q3
$357K Sell
7,315
-534
-7% -$26K 0.01% 635
2025
Q2
$382K Sell
7,849
-229
-3% -$11.1K 0.01% 584
2025
Q1
$391K Buy
8,078
+1,144
+16% +$54.9K 0.02% 557
2024
Q4
$331K Sell
6,934
-1,330
-16% -$63.8K 0.01% 595
2024
Q3
$397K Sell
8,264
-3,257
-28% -$157K 0.02% 563
2024
Q2
$546K Sell
11,521
-6,785
-37% -$320K 0.02% 464
2024
Q1
$871K Hold
18,306
0.05% 320
2023
Q4
$871K Sell
18,306
-1,511
-8% -$70.6K 0.05% 317
2023
Q3
$919K Sell
19,817
-1,255
-6% -$58.4K 0.06% 296
2023
Q2
$983K Sell
21,072
-2,047
-9% -$96.2K 0.06% 296
2023
Q1
$1.09M Buy
23,119
+190
+0.8% +$8.89K 0.07% 263
2022
Q4
$1.06M Buy
22,929
+7,859
+52% +$364K 0.08% 237
2022
Q3
$695K Sell
15,070
-3,183
-17% -$150K 0.07% 259
2022
Q2
$865K Sell
18,253
-40,489
-69% -$1.93M 0.08% 239
2022
Q1
$2.85M Sell
58,742
-12,535
-18% -$619K 0.22% 122
2021
Q4
$3.59M Buy
+71,277
New +$3.61M 0.27% 100

Other funds holding ISTB

Level Four Advisory Services's ISTB Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.17% in Q2 2026, selling an estimated $580 and leaving 7,170 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #716.

Level Four Advisory Services first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Level Four Advisory Services held 7,170 shares of iShares Core 1-5 Year USD Bond ETF worth $346K as of Q2 2026.
  • Level Four Advisory Services sold 12 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $580.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #716 holding.
  • Level Four Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Four Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $3.59M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.