SEC 13F Intelligence

Lionsbridge Wealth Management LLC / IJH

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (IJH)? Not currently — the last reported position was 9.4K shares worth $3M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2022
Shares
9.4K
% of Portfolio
+2.93%
Quarters Held
9
position exited

Position History IJH

Reported value by quarter
Q4 ’19: $29,000Q4 ’19Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20229.4K$3M+2.93%
Q4 20216.1K$2M+1.85%
Q3 20216.2K$2M+1.76%
Q2 202117.4K$5M+5.01%
Q1 202118.3K$5M+4.64%
Q4 202017.8K$4M+4.41%
Q3 20209.8K$2M+2.17%
Q2 20209.4K$2M+1.88%
Q4 2019145$29,000+0.03%

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 IJH.