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
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibonds dec2026 held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr ibonds dec2026 by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |