Lakeridge Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 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 206,067 shares of ISTB stock, worth $9.98 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares

206,067

Previous 193,014 6.76%

Holding current value

$9.98 Million

Previous $9.22 Billion 8.06%

% of portfolio

4.98%

Previous 4.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$47.59 - $48.35 $621,192 - $631,112	13,053 Added 6.76%	206,067 $9.96 Billion
Q4 2024 Jan 30, 2025	BUY	$47.58 - $48.56 $3.6 Million - $3.68 Million	75,684 Added 64.51%	193,014 $9.22 Billion
Q3 2024 Oct 07, 2024	BUY	$47.18 - $48.74 $1.08 Million - $1.12 Million	22,988 Added 24.37%	117,330 $5.71 Billion
Q2 2024 Aug 01, 2024	BUY	$46.84 - $47.46 $639,974 - $648,445	13,663 Added 16.94%	94,342 $4.47 Billion
Q1 2024 Apr 29, 2024	BUY	$47.16 - $47.73 $1.31 Million - $1.33 Million	27,799 Added 52.57%	80,679 $3.83 Billion
Q4 2023 Feb 14, 2024	BUY	$46.0 - $47.56 $2.43 Million - $2.51 Million	52,880 New	52,880 $2.51 Billion

Others Institutions Holding ISTB

# of Institutions

414

Shares Held

60.7M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
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Lakeridge Wealth Management LLC Ihares Core 1 5 Years Usd Bond Transaction History