Level Four Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Level Four Advisory Services’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 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return