Lyell Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $3.7M | Sell |
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $4.48M | Buy |
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|
2020
Q2 | $4.48M | Buy |
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|
2020
Q1 | $3.79M | Sell |
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|
2019
Q4 | $3.94M | Buy |
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|
2019
Q3 | $3.68M | Buy |
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|
2019
Q2 | $3.21M | Buy |
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|
2019
Q1 | $3.06M | Buy |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $2.68M | Buy |
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|
2018
Q2 | $2.59M | Buy |
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|
2018
Q1 | $2.6M | Buy |
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|
2017
Q4 | $2.38M | Buy |
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|
2017
Q3 | $2.33M | Buy |
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|
2017
Q2 | $450K | Buy |
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