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

Lineweaver Wealth Advisors’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	$2.92M	Buy	60,474 +2,011	+3%	+$97.1K	0.35%	64
2026 Q1	$2.83M	Buy	58,463 +7,002	+14%	+$341K	0.38%	55
2025 Q4	$2.51M	Buy	51,461 +3,746	+8%	+$183K	0.34%	57
2025 Q3	$2.33M	Sell	47,715 -201,311	-81%	-$9.79M	0.34%	54
2025 Q2	$12.1M	Buy	249,026 +47,426	+24%	+$2.29M	1.91%	12
2025 Q1	$9.75M	Sell	201,600 -5,119	-2%	-$246K	1.66%	14
2024 Q4	$9.88M	Sell	206,719 -52,644	-20%	-$2.53M	1.83%	14
2024 Q3	$12.6M	Buy	259,363 +18,561	+8%	+$893K	2.4%	9
2024 Q2	$11.4M	Buy	240,802 +157,489	+189%	+$7.43M	2.36%	10
2024 Q1	$3.95M	Buy	83,313 +3,706	+5%	+$176K	0.94%	23
2023 Q4	$3.79M	Buy	+79,607	New	+$3.72M	0.98%	20

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return