Back to DIA
Lionsbridge Wealth Management LLC → DIA
Lionsbridge Wealth Management LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.5M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 4.4K | — | — |
| Q2 2026 | $2.5M | 4.8K | — | — |
| Q1 2026 | $2.4M | 5.1K | — | — |
| Q4 2025 | $3M | 6.2K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M
Other Lionsbridge Wealth Management LLC positions
STT-PG
$13MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.6MJPMORGAN INCOME ETF
JPM-PM
$6.5MJ P MORGAN EXCHANGE TRADED F
STT-PG
$6.4MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.3MJPMORGAN INCOME ETF
STT-PG
$6.2MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
PWR
$6.2MQUANTA SVCS INC COM
JPM-PM
$5.9MJPMORGAN INCOME ETF