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

Lakeridge Wealth Management LLC

$225 Billion
Q3 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 210,446 shares of ISTB stock, worth $10.3 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

210,446

Previous 210,089 0.17%

Holding current value

$10.3 Million

Previous $10.2 Billion 0.56%

% of portfolio

4.57%

Previous 4.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$48.31 - $48.93 $17,246 - $17,468	357 Added 0.17%	210,446 $10.3 Billion
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

423

Shares Held

63.1M

Call Options Held

13.1K

Put Options Held

16K

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

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