Lyell Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Buy	492,598 +24,600	+5%	+$537K	0.66%	48
2026 Q1	$10.2M	Buy	467,998 +15,011	+3%	+$331K	0.75%	47
2025 Q4	$10M	Buy	452,987 +80,761	+22%	+$1.79M	0.72%	49
2025 Q3	$8.24M	Buy	372,226 +38,864	+12%	+$855K	0.61%	57
2025 Q2	$7.33M	Buy	333,362 +11,154	+3%	+$242K	0.58%	63
2025 Q1	$7M	Buy	322,208 +19,535	+6%	+$420K	0.65%	57
2024 Q4	$6.47M	Buy	302,673 +34,103	+13%	+$737K	0.58%	57
2024 Q3	$5.95M	Buy	268,570 +31,925	+13%	+$696K	0.54%	60
2024 Q2	$5.03M	Buy	236,645 +18,610	+9%	+$393K	0.48%	65
2024 Q1	$4.67M	Buy	218,035 +45,490	+26%	+$973K	0.47%	70
2023 Q4	$3.73M	Buy	172,545 +76,350	+79%	+$1.58M	0.42%	71
2023 Q3	$1.96M	Buy	+96,195	New	+$2M	0.26%	89

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.3% in Q2 2026, buying an estimated $537K and bringing the position to 492,598 shares worth $10.7M. The position accounts for 0.66% of the portfolio, ranked #48.

Lyell Wealth Management first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Lyell Wealth Management held 492,598 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $10.7M as of Q2 2026.
Lyell Wealth Management bought 24,600 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $537K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.66% of Lyell Wealth Management's portfolio in Q2 2026, its #48 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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