Lionsbridge Wealth Management LLC / USMV
Lionsbridge Wealth Management LLC’s Ishares Tr Position
Does Lionsbridge Wealth Management LLC own Ishares Tr (USMV)? Not currently — the last reported position was 23.8K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q1 2023
Shares
23.8K
% of Portfolio
+1.60%
Quarters Held
13
position exited
Position History USMV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2023 | 23.8K | $2M | +1.60% |
| Q4 2022 | 24.4K | $2M | +1.72% |
| Q3 2022 | 44.2K | $3M | +3.59% |
| Q1 2022 | 48.7K | $4M | +4.37% |
| Q4 2021 | 50.7K | $4M | +4.41% |
| Q3 2021 | 49.9K | $4M | +3.96% |
| Q2 2021 | 50.9K | $4M | +4.00% |
| Q1 2021 | 45.5K | $3M | +3.07% |
| Q4 2020 | 43.5K | $3M | +3.19% |
| Q3 2020 | 42.3K | $3M | +3.24% |
| Q2 2020 | 42.7K | $3M | +2.91% |
| Q1 2020 | 42.4K | $2M | +2.74% |
| Q4 2019 | 80.4K | $5M | +4.93% |
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 USMV.