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 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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Lyell Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.91% in Q2 2026, buying an estimated $60.4K and bringing the position to 266,910 shares worth $6.72M. The position accounts for 0.41% of the portfolio, ranked #58.

Lyell Wealth Management first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Lyell Wealth Management held 266,910 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.72M as of Q2 2026.
Lyell Wealth Management bought 2,395 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $60.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.41% of Lyell Wealth Management's portfolio in Q2 2026, its #58 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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