Lyell Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.9M	Buy	199,035 +17,700	+10%	+$451K	0.29%	66
2026 Q2	$4.72M	Buy	181,335 +52,500	+41%	+$1.37M	0.29%	70
2026 Q1	$3.36M	Buy	128,835 +46,225	+56%	+$1.22M	0.25%	76
2025 Q4	$2.18M	Buy	82,610 +64,885	+366%	+$1.72M	0.16%	87
2025 Q3	$469K	Buy	+17,725	New	+$464K	0.03%	149

Other funds holding IBDZ

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

Lyell Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 9.8% in Q3 2026, buying an estimated $451K and bringing the position to 199,035 shares worth $4.9M. The position accounts for 0.29% of the portfolio, ranked #66.

Lyell Wealth Management first reported a position in IBDZ in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Lyell Wealth Management held 199,035 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.9M as of Q3 2026.
Lyell Wealth Management bought 17,700 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $451K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.29% of Lyell Wealth Management's portfolio in Q3 2026, its #66 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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