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

Level Wealth 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	$317K	Hold	6,572	–	–	0.13%	54
2026 Q1	$318K	Hold	6,572	–	–	0.15%	53
2025 Q4	$320K	Sell	6,572 -12,100	-65%	-$590K	0.16%	46
2025 Q3	$912K	Buy	18,672 +10,081	+117%	+$490K	0.48%	22
2025 Q2	$418K	Sell	8,591 -11,579	-57%	-$559K	0.24%	36
2025 Q1	$975K	Sell	20,170 -3,087	-13%	-$148K	0.64%	17
2024 Q4	$1.11M	Buy	+23,257	New	+$1.12M	0.78%	16

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Level Wealth Management's ISTB Position: Q2 2026 in Review

Level Wealth Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 6,572 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #54.

Level Wealth Management first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Level Wealth Management held 6,572 shares of iShares Core 1-5 Year USD Bond ETF worth $317K as of Q2 2026.
Level Wealth Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.13% of Level Wealth Management's portfolio in Q2 2026, its #54 holding.
Level Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q4 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.