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

Lakeridge Wealth Management’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
2025 Q3	$10.3M	Buy
2025 Q2	$10.2M	Buy
2025 Q1	$9.96M	Buy
2024 Q4	$9.22M	Buy
2024 Q3	$5.71M	Buy
2024 Q2	$4.47M	Buy
2024 Q1	$3.83M	Buy
2023 Q4	$2.51M	Buy