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LVZ Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

LVZ Inc’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 		$226K Sell
4,680
-655
-12% -$31.6K 0.02% 159
2026
Q1 		$259K Sell
5,335
-87
-2% -$4.24K 0.03% 128
2025
Q4 		$264K Sell
5,422
-1,173
-18% -$57.2K 0.03% 136
2025
Q3 		$322K Sell
6,595
-3
-0% -$146 0.04% 124
2025
Q2 		$321K Sell
6,598
-3,219
-33% -$155K 0.04% 120
2025
Q1 		$475K Buy
9,817
+797
+9% +$38.3K 0.06% 81
2024
Q4 		$431K Buy
9,020
+1,324
+17% +$63.5K 0.06% 87
2024
Q3 		$375K Sell
7,696
-717
-9% -$34.5K 0.05% 93
2024
Q2 		$399K Sell
8,413
-926
-10% -$43.7K 0.05% 82
2024
Q1 		$443K Sell
9,339
-151
-2% -$7.16K 0.06% 78
2023
Q4 		$451K Sell
9,490
-673
-7% -$31.4K 0.06% 77
2023
Q3 		$471K Buy
+10,163
New +$473K 0.08% 56
2017
Q2 		– Sell
-9,488
Closed -$476K – 37
2017
Q1 		$476K Buy
+9,488
New +$475K 4.49% 3
2016
Q3 		– Sell
-19,336
Closed -$982K – 35
2016
Q2 		$982K Buy
19,336
+554
+3% +$27.9K 10.7% 1
2016
Q1 		$945K Buy
18,782
+4,636
+33% +$231K 0.44% 23
2015
Q4 		$702K Buy
+14,146
New +$706K 9.6% 1

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

LVZ Inc's ISTB Position: Q2 2026 in Review

LVZ Inc reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 12% in Q2 2026, selling an estimated $31.6K and leaving 4,680 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #159.

LVZ Inc first reported a position in ISTB in Q4 2015 and has held it in 16 quarters since. The position peaked at $982K in Q2 2016. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • LVZ Inc held 4,680 shares of iShares Core 1-5 Year USD Bond ETF worth $226K as of Q2 2026.
  • LVZ Inc sold 655 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $31.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #159 holding.
  • LVZ Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2015 and has held it in 16 quarters since.
  • LVZ Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $982K in Q2 2016.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.