Lyell Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.38M	Buy	219,945 +15,150	+7%	+$382K	0.32%	64
2026 Q2	$5.27M	Buy	204,795 +23,350	+13%	+$602K	0.32%	67
2026 Q1	$4.69M	Buy	181,445 +7,800	+4%	+$204K	0.34%	65
2025 Q4	$4.54M	Buy	173,645 +55,375	+47%	+$1.45M	0.33%	70
2025 Q3	$3.1M	Buy	118,270 +28,025	+31%	+$727K	0.23%	76
2025 Q2	$2.34M	Buy	90,245 +34,125	+61%	+$865K	0.18%	86
2025 Q1	$1.43M	Buy	+56,120	New	+$1.42M	0.13%	103

Other funds holding IBDY

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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

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

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

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

Lyell Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.4% in Q3 2026, buying an estimated $382K and bringing the position to 219,945 shares worth $5.38M. The position accounts for 0.32% of the portfolio, ranked #64.

Lyell Wealth Management first reported a position in IBDY in Q1 2025 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Lyell Wealth Management held 219,945 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.38M as of Q3 2026.
Lyell Wealth Management bought 15,150 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $382K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.32% of Lyell Wealth Management's portfolio in Q3 2026, its #64 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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