Lyell Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.32M	Buy	349,577 +17,300	+5%	+$365K	0.54%	56
2025 Q4	$7.03M	Buy	332,277 +46,181	+16%	+$979K	0.51%	63
2025 Q3	$6.07M	Buy	286,096 +33,096	+13%	+$697K	0.45%	65
2025 Q2	$5.32M	Buy	253,000 +9,025	+4%	+$186K	0.42%	68
2025 Q1	$5.06M	Buy	243,975 +7,000	+3%	+$144K	0.47%	70
2024 Q4	$4.82M	Buy	236,975 +71,175	+43%	+$1.47M	0.43%	67
2024 Q3	$3.52M	Buy	165,800 +138,250	+502%	+$2.88M	0.32%	82
2024 Q2	$559K	Buy	27,550 +8,275	+43%	+$167K	0.05%	132
2024 Q1	$395K	Buy	19,275 +6,550	+51%	+$134K	0.04%	150
2023 Q4	$264K	Buy	+12,725	New	+$251K	0.03%	168

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lyell Wealth Management's IBDW Position: Q1 2026 in Review

Lyell Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.2% in Q1 2026, buying an estimated $365K and bringing the position to 349,577 shares worth $7.32M. The position accounts for 0.54% of the portfolio, ranked #56.

Lyell Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Lyell Wealth Management held 349,577 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $7.32M as of Q1 2026.
Lyell Wealth Management bought 17,300 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $365K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.54% of Lyell Wealth Management's portfolio in Q1 2026, its #56 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.