Lyell Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.77M	Buy	281,185 +14,275	+5%	+$353K	0.4%	59
2026 Q2	$6.72M	Buy	266,910 +2,395	+0.9%	+$60.4K	0.41%	58
2026 Q1	$6.68M	Buy	264,515 +4,450	+2%	+$114K	0.49%	60
2025 Q4	$6.64M	Buy	260,065 +29,140	+13%	+$746K	0.48%	65
2025 Q3	$5.92M	Buy	230,925 +12,900	+6%	+$327K	0.44%	66
2025 Q2	$5.51M	Buy	218,025 +3,150	+1%	+$78.2K	0.44%	67
2025 Q1	$5.37M	Buy	214,875 +900	+0.4%	+$22.3K	0.5%	65
2024 Q4	$5.26M	Buy	213,975 +16,500	+8%	+$413K	0.47%	65
2024 Q3	$5.08M	Buy	197,475 +19,550	+11%	+$494K	0.46%	66
2024 Q2	$4.37M	Buy	177,925 +16,275	+10%	+$397K	0.42%	72
2024 Q1	$4.01M	Buy	161,650 +72,100	+81%	+$1.79M	0.41%	73
2023 Q4	$2.26M	Buy	+89,550	New	+$2.14M	0.26%	91

Other funds holding IBDX

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

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

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

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

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

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

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

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

Lyell Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.3% in Q3 2026, buying an estimated $353K and bringing the position to 281,185 shares worth $6.77M. The position accounts for 0.4% of the portfolio, ranked #59.

Lyell Wealth Management first reported a position in IBDX in Q4 2023 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Lyell Wealth Management held 281,185 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.77M as of Q3 2026.
Lyell Wealth Management bought 14,275 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $353K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.4% of Lyell Wealth Management's portfolio in Q3 2026, its #59 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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