Lee Financial »

Ishares Tr ibnd dec25 etf shares owned by Lee Financial

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Lee Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $460k 19k 24.86
2024-03-31 $459k 19k 24.81
2023-12-31 $458k 19k 24.76
2023-09-30 $451k 19k 24.37
2022-09-30 $1.0M 42k 24.13
2022-06-30 $1.0M 42k 24.70
2022-03-31 $1.1M 42k 25.25
2021-12-31 $719k 27k 26.41
2021-09-30 $731k 27k 26.85
2021-06-30 $735k 27k 27.00
2021-03-31 $730k 27k 26.82
2020-12-31 $745k 27k 27.37
2020-09-30 $739k 27k 27.15
2020-06-30 $734k 27k 26.96
2020-03-31 $680k 27k 24.98
2019-12-31 $706k 27k 25.94
2019-09-30 $704k 27k 25.86
2019-06-30 $697k 27k 25.61
2019-03-31 $677k 27k 24.87
2018-12-31 $642k 27k 23.58
2018-09-30 $651k 27k 23.92
2018-06-30 $651k 27k 23.92