Ishares Tr ibonds dec2026 shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr ibonds dec2026
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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 435k | 24.30 |
| 2025-06-30 | $9.5M | 392k | 24.25 |
| 2025-03-31 | $8.8M | 365k | 24.21 |
| 2024-12-31 | $8.2M | 341k | 24.07 |
| 2024-09-30 | $7.9M | 326k | 24.30 |
| 2024-06-30 | $7.2M | 302k | 23.82 |
| 2024-03-31 | $6.8M | 286k | 23.85 |
| 2023-12-31 | $6.0M | 252k | 23.90 |
| 2023-09-30 | $5.2M | 222k | 23.34 |
| 2023-06-30 | $4.6M | 196k | 23.47 |
| 2023-03-31 | $3.9M | 163k | 23.73 |
| 2022-12-31 | $3.4M | 145k | 23.35 |
| 2022-09-30 | $2.6M | 114k | 23.10 |
| 2022-06-30 | $2.2M | 94k | 23.79 |
| 2022-03-31 | $1.0M | 42k | 24.64 |
| 2021-12-31 | $1.1M | 42k | 26.06 |
| 2021-09-30 | $1.1M | 41k | 26.49 |
| 2021-06-30 | $1.0M | 39k | 26.62 |
| 2021-03-31 | $654k | 25k | 26.37 |
| 2020-12-31 | $493k | 18k | 27.10 |