Lee Financial Co
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1391166
Dallas, TX
All Filings in IBDW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $418,600 | 20,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 IBDW | $423,000 | 20,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 IBDW | $424,400 | 20,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 IBDW | $420,800 | 20,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 IBDW | $415,000 | 20,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBDW | $407,000 | 20,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 IBDW | $424,400 | 20,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBDW | $405,800 | 20,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBDW | $409,800 | 20,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||