LWM
Lakeridge Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
210,089
+4,022
| +2% | +$196K | 4.7% | 4 |
|
|
2025
Q1 | $9.96M | Buy |
206,067
+13,053
| +7% | +$631K | 4.98% | 4 |
|
|
2024
Q4 | $9.22M | Buy |
193,014
+75,684
| +65% | +$3.62M | 4.76% | 4 |
|
|
2024
Q3 | $5.71M | Buy |
117,330
+22,988
| +24% | +$1.12M | 3.14% | 8 |
|
|
2024
Q2 | $4.47M | Buy |
94,342
+13,663
| +17% | +$647K | 2.69% | 11 |
|
|
2024
Q1 | $3.83M | Buy |
80,679
+27,799
| +53% | +$1.32M | 2.48% | 11 |
|
|
2023
Q4 | $2.51M | Buy |
+52,880
| New | +$2.51M | 1.82% | 13 |
|