Ishares Tr ibonds dec 29 shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr ibonds dec 29
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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.2M | 306k | 23.51 |
| 2024-06-30 | $5.6M | 248k | 22.67 |
| 2024-03-31 | $4.9M | 216k | 22.82 |
| 2023-12-31 | $4.1M | 180k | 23.07 |
| 2023-09-30 | $3.6M | 163k | 21.90 |
| 2023-06-30 | $3.4M | 152k | 22.45 |
| 2023-03-31 | $2.5M | 111k | 22.88 |
| 2022-12-31 | $1.8M | 81k | 22.17 |