This sale lowered ISTB to 0.3% of the fund’s 13F assets under management as of September 30. Top holdings after the filing: IVV: $65 million (9.5% of AUM) FBND: $35.3 million (5.2% of AUM) SMTH: $34.6 ...

CLEVELAND, Feb. 26, 2026 /PRNewswire/ -- Lineweaver Wealth Advisors today announced a significant milestone in the firm's history, surpassing $1 billion in assets under management. Founded nearly a ...

IVV: $65 million (9.5% of AUM) FBND: $35.3 million (5.2% of AUM) SMTH: $34.6 million (5.1% of AUM) AGG: $33.3 million (4.9% of AUM) USMV: $29.3 million (4.3% of AUM) As of Monday afternoon, shares of ...

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Lineweaver Wealth Advisors sold 201,311 shares of ISTB in the third quarter for an estimated $9.8 million. The trade represented 1.4% of fund assets at the end of the quarter. Post-trade stake, ...

Lineweaver sold 152,085 shares of IXUS for an estimated $11.8 million in the third quarter. The stake previously represented nearly 2% of fund assets. The fund now holds zero shares of IXUS.