Lyell Wealth Management, LP ISHARES IBONDS DEC 2033 TERM CORPORATE ETF Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025
Number of Shares
90,245
Previous 56,120 60.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
34,125 Added 60.81%
90,245 $0
Q1 2025

May 08, 2025
BUY
N/A
56,120 New
56,120 $0
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