SEC 13F Intelligence

Lionsbridge Wealth Management LLC / IGSB

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (IGSB)? Not currently — the last reported position was 88.4K shares worth $5M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2019
Shares
88.4K
% of Portfolio
+4.43%
Quarters Held
1
position exited

Position History IGSB

Reported value by quarter
Q4 ’19: $5MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201988.4K$5M+4.43%

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 IGSB.