Lyell Wealth Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Lyell Wealth Management’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	+42,150	New	+$1.08M	0.07%	125

Other funds holding IBCA

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lyell Wealth Management's IBCA Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 42,150 shares worth $1.08M. The stake represents 0.07% of the portfolio and ranks #125 among its holdings.

93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Lyell Wealth Management held 42,150 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.08M as of Q2 2026.
iShares iBonds Dec 2035 Term Corporate ETF was a new Lyell Wealth Management position in Q2 2026.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.07% of Lyell Wealth Management's portfolio in Q2 2026, its #125 holding.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.