Lyell Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Buy |
373,853
+19,115
| +5% | +$486K | 0.75% | 47 |
|
|
2025
Q1 | $8.96M | Buy |
354,738
+23,720
| +7% | +$599K | 0.84% | 42 |
|
|
2024
Q4 | $8.24M | Buy |
331,018
+22,914
| +7% | +$571K | 0.74% | 48 |
|
|
2024
Q3 | $7.87M | Buy |
308,104
+46,353
| +18% | +$1.18M | 0.72% | 50 |
|
|
2024
Q2 | $6.48M | Buy |
261,751
+28,450
| +12% | +$705K | 0.62% | 55 |
|
|
2024
Q1 | $5.81M | Buy |
233,301
+74,135
| +47% | +$1.85M | 0.59% | 61 |
|
|
2023
Q4 | $3.99M | Buy |
159,166
+30,886
| +24% | +$775K | 0.45% | 70 |
|
|
2023
Q3 | $3.08M | Buy |
128,280
+9,825
| +8% | +$236K | 0.41% | 75 |
|
|
2023
Q2 | $2.9M | Buy |
118,455
+16,775
| +16% | +$411K | 0.37% | 82 |
|
|
2023
Q1 | $2.54M | Buy |
101,680
+24,170
| +31% | +$603K | 0.36% | 83 |
|
|
2022
Q4 | $1.88M | Buy |
+77,510
| New | +$1.88M | 0.3% | 85 |
|