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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$418K	Sell	8,591 -11,579	-57%	-$563K	0.24%	36
2025 Q1	$975K	Sell	20,170 -3,087	-13%	-$149K	0.64%	17
2024 Q4	$1.11M	Buy	+23,257	New	+$1.11M	0.78%	16