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 Q3	$13M	Buy	574,063 +27,120	+5%	+$623K	0.77%	39
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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5% in Q3 2026, buying an estimated $623K and bringing the position to 574,063 shares worth $13M. The position accounts for 0.77% of the portfolio, ranked #39.

Lyell Wealth Management first reported a position in IBDU in Q4 2022 and has held it in 16 quarters since. 234 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Lyell Wealth Management held 574,063 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $13M as of Q3 2026.
Lyell Wealth Management bought 27,120 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $623K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.77% of Lyell Wealth Management's portfolio in Q3 2026, its #39 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
234 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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