SEC 13F Intelligence

Lionsbridge Wealth Management LLC / IBB

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (IBB)? Not currently — the last reported position was 9.6K shares worth $1M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2021
Shares
9.6K
% of Portfolio
+1.57%
Quarters Held
8
position exited

Position History IBB

Reported value by quarter
Q4 ’19: $10,000Q4 ’19Q2 ’20: $746,000Q2 ’20Q3 ’20: $889,000Q3 ’20Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $1MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20219.6K$1M+1.57%
Q3 20219.7K$2M+1.70%
Q2 20219.9K$2M+1.74%
Q1 20217.3K$1M+1.07%
Q4 20206.9K$1M+1.13%
Q3 20206.6K$889,000+1.07%
Q2 20205.5K$746,000+0.84%
Q4 201991$10,000+0.01%

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 IBB.