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

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

Lineweaver Wealth Advisors's ISTB Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.4% in Q2 2026, buying an estimated $97.1K and bringing the position to 60,474 shares worth $2.92M. The position accounts for 0.35% of the portfolio, ranked #64.

Lineweaver Wealth Advisors first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Lineweaver Wealth Advisors held 60,474 shares of iShares Core 1-5 Year USD Bond ETF worth $2.92M as of Q2 2026.
Lineweaver Wealth Advisors bought 2,011 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $97.1K.
iShares Core 1-5 Year USD Bond ETF made up 0.35% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Lineweaver Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lineweaver Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $12.6M in Q3 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.