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 Q3	$700K	Buy	14,806 +8,234	+125%	+$394K	0.27%	31
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

Level Wealth Management's ISTB Position: Q3 2026 in Review

Level Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 125% in Q3 2026, buying an estimated $394K and bringing the position to 14,806 shares worth $700K. The position accounts for 0.27% of the portfolio, ranked #31.

Level Wealth Management first reported a position in ISTB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 101 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Level Wealth Management held 14,806 shares of iShares Core 1-5 Year USD Bond ETF worth $700K as of Q3 2026.
Level Wealth Management bought 8,234 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $394K.
iShares Core 1-5 Year USD Bond ETF made up 0.27% of Level Wealth Management's portfolio in Q3 2026, its #31 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 8 quarters since.
Level Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q4 2024.
101 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.