LWM
IALT

Lionsbridge Wealth Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Lionsbridge Wealth Management’s Portfolio IALT Stock Details IALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,625
Closed -$235K – 76
2026
Q1 		$235K Buy
+8,625
New +$227K 0.24% 59

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lionsbridge Wealth Management's IALT Position: Q2 2026 in Review

Lionsbridge Wealth Management sold out of iShares Systematic Alternatives Active ETF (IALT) in Q2 2026, closing a stake of 8,625 shares — an estimated $235K sold.

Lionsbridge Wealth Management first reported a position in IALT in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Lionsbridge Wealth Management reported no remaining iShares Systematic Alternatives Active ETF position as of Q2 2026 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 8,625 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $235K.
  • Lionsbridge Wealth Management first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and held it in 1 quarter.
  • Lionsbridge Wealth Management's iShares Systematic Alternatives Active ETF position peaked at $235K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.