LWM
IBDQ

Lyell Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Lyell Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-256,578
Closed -$6.46M – 216
2025
Q3 		$6.46M Sell
256,578
-53,644
-17% -$1.35M 0.48% 63
2025
Q2 		$7.81M Sell
310,222
-42,873
-12% -$1.08M 0.62% 62
2025
Q1 		$8.88M Sell
353,095
-17,941
-5% -$451K 0.83% 43
2024
Q4 		$9.29M Buy
371,036
+39,145
+12% +$981K 0.83% 41
2024
Q3 		$8.33M Buy
331,891
+21,858
+7% +$546K 0.76% 47
2024
Q2 		$7.71M Sell
310,033
-475
-0.2% -$11.8K 0.74% 46
2024
Q1 		$7.7M Buy
310,508
+12,280
+4% +$304K 0.78% 45
2023
Q4 		$7.38M Buy
298,228
+36,077
+14% +$884K 0.84% 42
2023
Q3 		$6.39M Buy
262,151
+12,046
+5% +$294K 0.86% 41
2023
Q2 		$6.1M Buy
250,105
+23,020
+10% +$564K 0.78% 47
2023
Q1 		$5.57M Buy
227,085
+7,591
+3% +$185K 0.78% 51
2022
Q4 		$5.34M Buy
219,494
+39,330
+22% +$953K 0.84% 48
2022
Q3 		$4.35M Buy
180,164
+35,157
+24% +$867K 0.74% 52
2022
Q2 		$3.58M Buy
145,007
+9,315
+7% +$232K 0.58% 65
2022
Q1 		$3.43M Buy
135,692
+1,750
+1% +$45.1K 0.44% 72
2021
Q4 		$3.54M Buy
133,942
+2,100
+2% +$55.8K 0.4% 71
2021
Q3 		$3.54M Sell
131,842
-250
-0.2% -$6.74K 0.43% 73
2021
Q2 		$3.56M Sell
132,092
-5,300
-4% -$143K 0.44% 73
2021
Q1 		$3.69M Buy
137,392
+29,265
+27% +$792K 0.54% 66
2020
Q4 		$2.96M Buy
108,127
+24,955
+30% +$679K 0.47% 65
2020
Q3 		$2.26M Buy
83,172
+36,497
+78% +$991K 0.42% 66
2020
Q2 		$1.26M Buy
46,675
+23,800
+104% +$625K 0.28% 68
2020
Q1 		$571K Buy
+22,875
New +$589K 0.17% 80

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lyell Wealth Management's IBDQ Position: Q4 2025 in Review

Lyell Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 256,578 shares — an estimated $6.46M sold.

Lyell Wealth Management first reported a position in IBDQ in Q1 2020 and held it in 23 quarters. The position peaked at $9.29M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Lyell Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 256,578 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $6.46M.
  • Lyell Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2020 and held it in 23 quarters.
  • Lyell Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.29M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Lyell Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.