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 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

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

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

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

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

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

Bank of America

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return