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

Lakeridge Wealth Management LLC

$217 Billion
Q2 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 210,089 shares of ISTB stock, worth $10.2 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

210,089

Previous 206,067 1.95%

Holding current value

$10.2 Million

Previous $9.96 Billion 2.58%

% of portfolio

4.7%

Previous 4.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$47.89 - $48.65 $192,613 - $195,670	4,022 Added 1.95%	210,089 $10.2 Billion
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

61.3M

Call Options Held

Put Options Held

100

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Account

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