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 Q3	$13.9M	Buy	558,377 +28,799	+5%	+$723K	0.83%	34
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lyell Wealth Management's IBDT Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.4% in Q3 2026, buying an estimated $723K and bringing the position to 558,377 shares worth $13.9M. The position accounts for 0.83% of the portfolio, ranked #34.

Lyell Wealth Management first reported a position in IBDT in Q4 2022 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Lyell Wealth Management held 558,377 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.9M as of Q3 2026.
Lyell Wealth Management bought 28,799 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $723K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.83% of Lyell Wealth Management's portfolio in Q3 2026, its #34 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
276 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.