Lyell Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Buy	592,813 +36,130	+6%	+$874K	0.88%	34
2026 Q1	$13.5M	Buy	556,683 +34,720	+7%	+$843K	0.99%	32
2025 Q4	$12.7M	Buy	521,963 +77,683	+17%	+$1.89M	0.92%	39
2025 Q3	$10.8M	Buy	444,280 +34,930	+9%	+$847K	0.8%	45
2025 Q2	$9.93M	Buy	409,350 +19,901	+5%	+$480K	0.78%	46
2025 Q1	$9.42M	Buy	389,449 +25,528	+7%	+$614K	0.88%	38
2024 Q4	$8.72M	Buy	363,921 +17,490	+5%	+$421K	0.78%	44
2024 Q3	$8.44M	Buy	346,431 +36,563	+12%	+$881K	0.77%	45
2024 Q2	$7.35M	Buy	309,868 +30,342	+11%	+$718K	0.7%	51
2024 Q1	$6.65M	Buy	279,526 +63,256	+29%	+$1.51M	0.68%	51
2023 Q4	$5.18M	Buy	216,270 +47,916	+28%	+$1.12M	0.59%	61
2023 Q3	$3.9M	Buy	168,354 +25,647	+18%	+$598K	0.52%	64
2023 Q2	$3.35M	Buy	142,707 +17,865	+14%	+$423K	0.43%	76
2023 Q1	$2.97M	Buy	124,842 +9,005	+8%	+$213K	0.42%	78
2022 Q4	$2.71M	Buy	115,837 +31,607	+38%	+$733K	0.43%	76
2022 Q3	$1.94M	Buy	84,230 +3,500	+4%	+$83.6K	0.33%	85
2022 Q2	$1.93M	Buy	+80,730	New	+$1.95M	0.31%	85

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.5% in Q2 2026, buying an estimated $874K and bringing the position to 592,813 shares worth $14.4M. The position accounts for 0.88% of the portfolio, ranked #34.

Lyell Wealth Management first reported a position in IBDS in Q2 2022 and has held it in 17 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Lyell Wealth Management held 592,813 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $14.4M as of Q2 2026.
Lyell Wealth Management bought 36,130 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $874K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.88% of Lyell Wealth Management's portfolio in Q2 2026, its #34 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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