SEC 13F Intelligence

Lionsbridge Wealth Management LLC / IJR

Lionsbridge Wealth Management LLC’s Ishares Tr Position

Does Lionsbridge Wealth Management LLC own Ishares Tr (IJR)? Yes — 19.2K shares worth $2M (+2.39% of its 13F portfolio) as of Q1 2026, down from 23.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.2K
% of Portfolio
+2.39%
Quarters Held
23
currently held

Position History IJR

Reported value by quarter
Q4 ’19: $8,000Q4 ’19Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $2MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ2 ’24: $928,795Q2 ’24Q3 ’24: $1MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.2K$2M+2.39%
Q4 202523.2K$3M+2.82%
Q3 202527.8K$3M+3.26%
Q2 202518.8K$2M+2.04%
Q1 202516.3K$2M+1.51%
Q4 202414.0K$2M+1.35%
Q3 202412.0K$1M+1.11%
Q2 20248.7K$928,795+0.74%
Q1 202425.1K$3M+2.15%
Q4 202327.7K$3M+2.40%
Q3 202323.8K$2M+2.13%
Q2 202331.7K$3M+2.82%
Q1 202323.0K$2M+2.06%
Q4 202216.3K$2M+1.51%
Q1 202222.4K$2M+2.80%
Q4 202123.4K$3M+2.88%
Q3 202123.8K$3M+2.80%
Q2 202133.0K$4M+3.98%
Q1 202133.2K$4M+3.51%
Q4 202032.5K$3M+3.23%
Q3 202020.4K$1M+1.72%
Q2 202019.5K$1M+1.50%
Q4 2019102$8,000+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 IJR.