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Lyell Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Lyell Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.49M Sell
350,401
-115,878
-25% -$2.81M 0.52% 56
2026
Q1 		$11.3M Sell
466,279
-31,970
-6% -$775K 0.83% 43
2025
Q4 		$12.1M Buy
498,249
+63,388
+15% +$1.54M 0.87% 42
2025
Q3 		$10.6M Buy
434,861
+43,278
+11% +$1.05M 0.78% 47
2025
Q2 		$9.5M Buy
391,583
+27,066
+7% +$654K 0.75% 48
2025
Q1 		$8.82M Buy
364,517
+23,245
+7% +$561K 0.82% 45
2024
Q4 		$8.21M Buy
341,272
+15,447
+5% +$372K 0.74% 49
2024
Q3 		$7.92M Buy
325,825
+23,617
+8% +$569K 0.72% 49
2024
Q2 		$7.2M Buy
302,208
+15,810
+6% +$375K 0.69% 53
2024
Q1 		$6.83M Buy
286,398
+34,125
+14% +$814K 0.69% 50
2023
Q4 		$6.03M Buy
252,273
+30,262
+14% +$711K 0.69% 54
2023
Q3 		$5.18M Buy
222,011
+26,239
+13% +$614K 0.7% 55
2023
Q2 		$4.59M Buy
195,772
+32,830
+20% +$776K 0.59% 60
2023
Q1 		$3.87M Buy
162,942
+17,585
+12% +$414K 0.54% 65
2022
Q4 		$3.39M Buy
145,357
+31,820
+28% +$739K 0.54% 66
2022
Q3 		$2.62M Buy
113,537
+19,638
+21% +$468K 0.45% 75
2022
Q2 		$2.23M Buy
93,899
+51,775
+123% +$1.24M 0.36% 80
2022
Q1 		$1.04M Sell
42,124
-195
-0.5% -$4.93K 0.13% 103
2021
Q4 		$1.1M Buy
42,319
+1,400
+3% +$36.6K 0.13% 101
2021
Q3 		$1.08M Buy
40,919
+2,000
+5% +$53.3K 0.13% 99
2021
Q2 		$1.04M Buy
38,919
+14,114
+57% +$375K 0.13% 101
2021
Q1 		$654K Buy
24,805
+6,616
+36% +$177K 0.1% 116
2020
Q4 		$493K Buy
+18,189
New +$489K 0.08% 113

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Lyell Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 25% in Q2 2026, selling an estimated $2.81M and leaving 350,401 shares worth $8.49M. The position accounts for 0.52% of the portfolio, ranked #56.

Lyell Wealth Management first reported a position in IBDR in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.1M in Q4 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Lyell Wealth Management held 350,401 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.49M as of Q2 2026.
  • Lyell Wealth Management sold 115,878 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.81M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.52% of Lyell Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Lyell Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • Lyell Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12.1M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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