LYELL WEALTH MANAGEMENT, LP
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1686444
MENLO PARK, CA
All Filings in IBDW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $7,316,646 | 349,577 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 IBDW | $7,027,658 | 332,277 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IBDW | $6,070,957 | 286,096 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 IBDW | $5,323,120 | 253,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 IBDW | $5,062,481 | 243,975 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 IBDW | $4,822,441 | 236,975 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 IBDW | $3,518,276 | 165,800 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 IBDW | $558,989 | 27,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBDW | $394,944 | 19,275 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 IBDW | $264,298 | 12,725 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||