Lyell Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Buy |
365,736
+19,033
| +5% | +$444K | 0.67% | 56 |
|
|
2025
Q1 | $8.02M | Buy |
346,703
+19,125
| +6% | +$442K | 0.75% | 49 |
|
|
2024
Q4 | $7.47M | Buy |
327,578
+21,654
| +7% | +$494K | 0.67% | 52 |
|
|
2024
Q3 | $7.19M | Buy |
305,924
+57,724
| +23% | +$1.36M | 0.65% | 55 |
|
|
2024
Q2 | $5.63M | Buy |
248,200
+32,420
| +15% | +$735K | 0.54% | 60 |
|
|
2024
Q1 | $4.92M | Buy |
215,780
+36,285
| +20% | +$828K | 0.5% | 68 |
|
|
2023
Q4 | $4.14M | Buy |
179,495
+16,145
| +10% | +$372K | 0.47% | 68 |
|
|
2023
Q3 | $3.58M | Buy |
163,350
+11,255
| +7% | +$246K | 0.48% | 67 |
|
|
2023
Q2 | $3.41M | Buy |
152,095
+41,275
| +37% | +$927K | 0.44% | 73 |
|
|
2023
Q1 | $2.54M | Buy |
110,820
+30,020
| +37% | +$687K | 0.35% | 84 |
|
|
2022
Q4 | $1.79M | Buy |
+80,800
| New | +$1.79M | 0.28% | 88 |
|