Ishares Tr ibonds etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr ibonds etf
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Quarterly reported holdings in Ishares Tr ibonds etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.7M | 280k | 23.80 |
| 2023-12-31 | $5.2M | 216k | 23.93 |
| 2023-09-30 | $3.9M | 168k | 23.14 |
| 2023-06-30 | $3.4M | 143k | 23.48 |
| 2023-03-31 | $3.0M | 125k | 23.82 |
| 2022-12-31 | $2.7M | 116k | 23.37 |
| 2022-09-30 | $1.9M | 84k | 23.00 |
| 2022-06-30 | $1.9M | 81k | 23.87 |