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Ishares Tr core strm usbd shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 117k 48.68
2024-06-30 $4.5M 94k 47.37
2024-03-31 $3.8M 81k 47.44

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
Trust Point
Charles Schwab Investment Management
BlackRock
BlackRock
Raymond James Financial Services Advisors
Spinnaker Trust
Mariner Wealth Advisors
Townsend & Associates
Bank of America Corporation
Cahaba Wealth Management
Royal Bank of Canada
Prosperity Planning
Jpmorgan Chase & Co
MBL Wealth

View all funds holding Ishares Tr core strm usbd