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 Q2	$7.71M	Buy	369,802 +20,225	+6%	+$422K	0.47%	57
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.8% in Q2 2026, buying an estimated $422K and bringing the position to 369,802 shares worth $7.71M. The position accounts for 0.47% of the portfolio, ranked #57.

Lyell Wealth Management first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Lyell Wealth Management held 369,802 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $7.71M as of Q2 2026.
Lyell Wealth Management bought 20,225 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $422K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.47% of Lyell Wealth Management's portfolio in Q2 2026, its #57 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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