Lakeridge Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History
Lakeridge Wealth Management LLC
- $220 Billion
- Q4 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 210,512 shares of ISTB stock, worth $10.3 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
210,512
Previous 210,446
0.03%
Holding current value
$10.3 Million
Previous $10.3 Billion
0.15%
% of portfolio
4.66%
Previous 4.57%
Shares
9 transactions
Others Institutions Holding ISTB
# of Institutions
424Shares Held
63.2MCall Options Held
13.1KPut Options Held
16K-
Acorns Advisers, LLC Irvine, CA11MShares$535 Million4.22% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.24MShares$255 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.37MShares$115 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.11MShares$103 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI1.79MShares$87.2 Million6.89% of portfolio