Lyell Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7M	Buy	546,943 +42,320	+8%	+$981K	0.78%	41
2026 Q1	$11.7M	Buy	504,623 +18,557	+4%	+$434K	0.86%	40
2025 Q4	$11.4M	Buy	486,066 +86,833	+22%	+$2.03M	0.82%	44
2025 Q3	$9.37M	Buy	399,233 +33,497	+9%	+$782K	0.7%	53
2025 Q2	$8.53M	Buy	365,736 +19,033	+5%	+$439K	0.67%	56
2025 Q1	$8.02M	Buy	346,703 +19,125	+6%	+$439K	0.75%	49
2024 Q4	$7.47M	Buy	327,578 +21,654	+7%	+$499K	0.67%	52
2024 Q3	$7.19M	Buy	305,924 +57,724	+23%	+$1.34M	0.65%	55
2024 Q2	$5.63M	Buy	248,200 +32,420	+15%	+$731K	0.54%	60
2024 Q1	$4.92M	Buy	215,780 +36,285	+20%	+$828K	0.5%	68
2023 Q4	$4.14M	Buy	179,495 +16,145	+10%	+$358K	0.47%	68
2023 Q3	$3.58M	Buy	163,350 +11,255	+7%	+$250K	0.48%	67
2023 Q2	$3.41M	Buy	152,095 +41,275	+37%	+$936K	0.44%	73
2023 Q1	$2.54M	Buy	110,820 +30,020	+37%	+$678K	0.35%	84
2022 Q4	$1.79M	Buy	+80,800	New	+$1.78M	0.28%	88

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.4% in Q2 2026, buying an estimated $981K and bringing the position to 546,943 shares worth $12.7M. The position accounts for 0.78% of the portfolio, ranked #41.

Lyell Wealth Management first reported a position in IBDU in Q4 2022 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Lyell Wealth Management held 546,943 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.7M as of Q2 2026.
Lyell Wealth Management bought 42,320 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $981K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.78% of Lyell Wealth Management's portfolio in Q2 2026, its #41 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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