SEC 13F Intelligence

Lionsbridge Wealth Management LLC / DGRO

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (DGRO)? Not currently — the last reported position was 46.8K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
46.8K
% of Portfolio
+2.16%
Quarters Held
6
position exited

Position History DGRO

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ1 ’21Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202346.8K$2M+2.16%
Q4 202248.8K$2M+2.38%
Q1 202190.9K$4M+4.28%
Q4 202087.4K$4M+4.23%
Q3 202085.1K$3M+4.07%
Q2 202080.0K$3M+3.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of DGRO.