Ishares Tr ibds dec28 etf shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr ibds dec28 etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibds dec28 etf held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr ibds dec28 etf by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 403k | 25.52 |
| 2025-06-30 | $9.5M | 374k | 25.42 |
| 2025-03-31 | $9.0M | 355k | 25.26 |
| 2024-12-31 | $8.2M | 331k | 24.90 |
| 2024-09-30 | $7.9M | 308k | 25.53 |
| 2024-06-30 | $6.5M | 262k | 24.77 |
| 2024-03-31 | $5.8M | 233k | 24.91 |
| 2023-12-31 | $4.0M | 159k | 25.09 |
| 2023-09-30 | $3.1M | 128k | 24.03 |
| 2023-06-30 | $2.9M | 119k | 24.50 |
| 2023-03-31 | $2.5M | 102k | 24.94 |
| 2022-12-31 | $1.9M | 78k | 24.29 |