LWM
IBDL

Lyell Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Lyell Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-93,389
Closed -$2.36M – 162
2020
Q3 		$2.36M Sell
93,389
-5,100
-5% -$129K 0.44% 64
2020
Q2 		$2.5M Buy
98,489
+2,750
+3% +$69.5K 0.55% 60
2020
Q1 		$2.41M Sell
95,739
-7,000
-7% -$176K 0.72% 55
2019
Q4 		$2.6M Buy
102,739
+5,500
+6% +$139K 0.69% 52
2019
Q3 		$2.47M Buy
97,239
+11,475
+13% +$291K 0.74% 50
2019
Q2 		$2.17M Buy
85,764
+1,827
+2% +$46.1K 0.66% 52
2019
Q1 		$2.12M Buy
83,937
+950
+1% +$23.9K 0.71% 50
2018
Q4 		$2.07M Sell
82,987
-1,000
-1% -$25K 0.87% 44
2018
Q3 		$2.1M Buy
83,987
+1,500
+2% +$37.5K 0.71% 54
2018
Q2 		$2.06M Sell
82,487
-2,300
-3% -$57.5K 0.75% 51
2018
Q1 		$2.13M Buy
84,787
+18,650
+28% +$469K 0.79% 53
2017
Q4 		$1.67M Buy
66,137
+7,975
+14% +$203K 0.66% 55
2017
Q3 		$1.49M Buy
+58,162
New +$1.49M 0.64% 56

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Lyell Wealth Management's IBDL Position: Q4 2020 in Review

Lyell Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 93,389 shares — an estimated $2.36M sold.

Lyell Wealth Management first reported a position in IBDL in Q3 2017 and held it in 13 quarters. The position peaked at $2.6M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Lyell Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Lyell Wealth Management sold 93,389 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2.36M.
  • Lyell Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2017 and held it in 13 quarters.
  • Lyell Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.6M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Lyell Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.