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 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Lyell Wealth Management's IBDZ Position: Q2 2026 in Review

Lyell Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 41% in Q2 2026, buying an estimated $1.37M and bringing the position to 181,335 shares worth $4.72M. The position accounts for 0.29% of the portfolio, ranked #70.

Lyell Wealth Management first reported a position in IBDZ in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Lyell Wealth Management held 181,335 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.72M as of Q2 2026.
Lyell Wealth Management bought 52,500 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.37M.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.29% of Lyell Wealth Management's portfolio in Q2 2026, its #70 holding.
Lyell Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.