Ishares Tr ibnd dec25 etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr ibnd dec25 etf
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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.3M | 332k | 25.10 |
| 2024-06-30 | $7.7M | 310k | 24.86 |
| 2024-03-31 | $7.7M | 311k | 24.81 |
| 2023-12-31 | $7.4M | 298k | 24.76 |
| 2023-09-30 | $6.4M | 262k | 24.37 |
| 2023-06-30 | $6.1M | 250k | 24.38 |
| 2023-03-31 | $5.6M | 227k | 24.53 |
| 2022-12-31 | $5.3M | 220k | 24.32 |
| 2022-09-30 | $4.3M | 180k | 24.13 |
| 2022-06-30 | $3.6M | 145k | 24.70 |
| 2022-03-31 | $3.4M | 136k | 25.25 |
| 2021-12-31 | $3.5M | 134k | 26.42 |
| 2021-09-30 | $3.5M | 132k | 26.84 |
| 2021-06-30 | $3.6M | 132k | 26.99 |
| 2021-03-31 | $3.7M | 137k | 26.83 |
| 2020-12-31 | $3.0M | 108k | 27.37 |
| 2020-09-30 | $2.3M | 83k | 27.12 |
| 2020-06-30 | $1.3M | 47k | 26.97 |
| 2020-03-31 | $571k | 23k | 24.96 |