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
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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |