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 Q3	$11M	Buy	519,486 +26,888	+5%	+$579K	0.65%	46
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

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

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

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 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

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.5% in Q3 2026, buying an estimated $579K and bringing the position to 519,486 shares worth $11M. The position accounts for 0.65% of the portfolio, ranked #46.

Lyell Wealth Management first reported a position in IBDV in Q3 2023 and has held it in 13 quarters since. 209 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Lyell Wealth Management held 519,486 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $11M as of Q3 2026.
Lyell Wealth Management bought 26,888 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $579K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.65% of Lyell Wealth Management's portfolio in Q3 2026, its #46 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
209 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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