Lionsbridge Wealth Management LLC / QUAL
Lionsbridge Wealth Management LLC’s Ishares Tr Position
Does Lionsbridge Wealth Management LLC own Ishares Tr (QUAL)? Yes — 8.6K shares worth $2M (+1.67% of its 13F portfolio) as of Q1 2026, down from 9.1K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
8.6K
% of Portfolio
+1.67%
Quarters Held
22
currently held
Position History QUAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.6K | $2M | +1.67% |
| Q4 2025 | 9.1K | $2M | +1.84% |
| Q3 2025 | 9.2K | $2M | +1.76% |
| Q2 2025 | 9.1K | $2M | +1.65% |
| Q1 2025 | 9.4K | $2M | +1.42% |
| Q4 2024 | 11.3K | $2M | +1.69% |
| Q3 2024 | 12.1K | $2M | +1.71% |
| Q2 2024 | 12.3K | $2M | +1.68% |
| Q1 2024 | 12.3K | $2M | +1.57% |
| Q4 2023 | 12.6K | $2M | +1.48% |
| Q3 2023 | 23.3K | $3M | +2.91% |
| Q2 2023 | 30.0K | $4M | +3.61% |
| Q1 2022 | 1.5K | $206,000 | +0.24% |
| Q4 2021 | 27.2K | $4M | +4.25% |
| Q3 2021 | 26.5K | $3M | +3.77% |
| Q2 2021 | 20.8K | $3M | +2.95% |
| Q1 2021 | 19.4K | $2M | +2.30% |
| Q4 2020 | 18.7K | $2M | +2.34% |
| Q3 2020 | 18.1K | $2M | +2.26% |
| Q2 2020 | 18.5K | $2M | +1.99% |
| Q1 2020 | 18.1K | $1M | +1.76% |
| Q4 2019 | 33.3K | $3M | +3.14% |
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 QUAL.