Lyell Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
218,025
+3,150
| +1% | +$79.6K | 0.44% | 67 |
|
|
2025
Q1 | $5.37M | Buy |
214,875
+900
| +0.4% | +$22.5K | 0.5% | 65 |
|
|
2024
Q4 | $5.26M | Buy |
213,975
+16,500
| +8% | +$406K | 0.47% | 65 |
|
|
2024
Q3 | $5.08M | Buy |
197,475
+19,550
| +11% | +$503K | 0.46% | 66 |
|
|
2024
Q2 | $4.37M | Buy |
177,925
+16,275
| +10% | +$400K | 0.42% | 72 |
|
|
2024
Q1 | $4.01M | Buy |
161,650
+72,100
| +81% | +$1.79M | 0.41% | 73 |
|
|
2023
Q4 | $2.26M | Buy |
+89,550
| New | +$2.26M | 0.26% | 91 |
|