Lyell Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4M	Buy	529,578 +39,400	+8%	+$995K	0.82%	38
2026 Q1	$12.4M	Buy	490,178 +10,863	+2%	+$276K	0.91%	35
2025 Q4	$12.2M	Buy	479,315 +75,950	+19%	+$1.93M	0.88%	40
2025 Q3	$10.3M	Buy	403,365 +29,512	+8%	+$750K	0.76%	49
2025 Q2	$9.5M	Buy	373,853 +19,115	+5%	+$482K	0.75%	47
2025 Q1	$8.96M	Buy	354,738 +23,720	+7%	+$594K	0.84%	42
2024 Q4	$8.24M	Buy	331,018 +22,914	+7%	+$575K	0.74%	48
2024 Q3	$7.87M	Buy	308,104 +46,353	+18%	+$1.17M	0.72%	50
2024 Q2	$6.48M	Buy	261,751 +28,450	+12%	+$701K	0.62%	55
2024 Q1	$5.81M	Buy	233,301 +74,135	+47%	+$1.85M	0.59%	61
2023 Q4	$3.99M	Buy	159,166 +30,886	+24%	+$750K	0.45%	70
2023 Q3	$3.08M	Buy	128,280 +9,825	+8%	+$239K	0.41%	75
2023 Q2	$2.9M	Buy	118,455 +16,775	+16%	+$415K	0.37%	82
2023 Q1	$2.54M	Buy	101,680 +24,170	+31%	+$597K	0.36%	83
2022 Q4	$1.88M	Buy	+77,510	New	+$1.87M	0.3%	85

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8% in Q2 2026, buying an estimated $995K and bringing the position to 529,578 shares worth $13.4M. The position accounts for 0.82% of the portfolio, ranked #38.

Lyell Wealth Management first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Lyell Wealth Management held 529,578 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.4M as of Q2 2026.
Lyell Wealth Management bought 39,400 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $995K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.82% of Lyell Wealth Management's portfolio in Q2 2026, its #38 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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