Lyell Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
253,000
+9,025
| +4% | +$190K | 0.42% | 68 |
|
|
2025
Q1 | $5.06M | Buy |
243,975
+7,000
| +3% | +$145K | 0.47% | 70 |
|
|
2024
Q4 | $4.82M | Buy |
236,975
+71,175
| +43% | +$1.45M | 0.43% | 67 |
|
|
2024
Q3 | $3.52M | Buy |
165,800
+138,250
| +502% | +$2.93M | 0.32% | 82 |
|
|
2024
Q2 | $559K | Buy |
27,550
+8,275
| +43% | +$168K | 0.05% | 132 |
|
|
2024
Q1 | $395K | Buy |
19,275
+6,550
| +51% | +$134K | 0.04% | 150 |
|
|
2023
Q4 | $264K | Buy |
+12,725
| New | +$264K | 0.03% | 168 |
|