Lyell Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
333,362
+11,154
| +3% | +$245K | 0.58% | 63 |
|
|
2025
Q1 | $7M | Buy |
322,208
+19,535
| +6% | +$424K | 0.65% | 57 |
|
|
2024
Q4 | $6.47M | Buy |
302,673
+34,103
| +13% | +$728K | 0.58% | 57 |
|
|
2024
Q3 | $5.95M | Buy |
268,570
+31,925
| +13% | +$708K | 0.54% | 60 |
|
|
2024
Q2 | $5.03M | Buy |
236,645
+18,610
| +9% | +$396K | 0.48% | 65 |
|
|
2024
Q1 | $4.67M | Buy |
218,035
+45,490
| +26% | +$973K | 0.47% | 70 |
|
|
2023
Q4 | $3.73M | Buy |
172,545
+76,350
| +79% | +$1.65M | 0.42% | 71 |
|
|
2023
Q3 | $1.96M | Buy |
+96,195
| New | +$1.96M | 0.26% | 89 |
|