LAS
ISTM

Lloyd Advisory Services’s iShares Strategic Metals ETF ISTM Stock Holding History

Lloyd Advisory Services’s Portfolio ISTM Stock Details ISTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.6K Buy
+1,013
New +$31.5K 0.01% 330

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

Lloyd Advisory Services's ISTM Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in iShares Strategic Metals ETF (ISTM) in Q1 2026: 1,013 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

13 funds tracked by Wall St. Rank hold ISTM as of Q1 2026.

  • Lloyd Advisory Services held 1,013 shares of iShares Strategic Metals ETF worth $30.6K as of Q1 2026.
  • iShares Strategic Metals ETF was a new Lloyd Advisory Services position in Q1 2026.
  • iShares Strategic Metals ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #330 holding.
  • 13 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.