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 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

CIA

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

SIC

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

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lyell Wealth Management's IBDY Position: Q1 2026 in Review

Lyell Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.5% in Q1 2026, buying an estimated $204K and bringing the position to 181,445 shares worth $4.69M. The position accounts for 0.34% of the portfolio, ranked #65.

Lyell Wealth Management first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Lyell Wealth Management held 181,445 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.69M as of Q1 2026.
Lyell Wealth Management bought 7,800 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $204K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.34% of Lyell Wealth Management's portfolio in Q1 2026, its #65 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.