LWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.34M Buy
90,245
+34,125
+61% +$884K 0.18% 86
2025
Q1 		$1.43M Buy
+56,120
New +$1.43M 0.13% 103