LYELL WEALTH MANAGEMENT, LP IBDV — ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

Ownership history in LYELL WEALTH MANAGEMENT, LP  ·  11 quarters on record

AI Ownership Summary

LYELL WEALTH MANAGEMENT, LP reported ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2026 Q1. The latest visible filing shows IBDV at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYELL WEALTH MANAGEMENT, LP's position in ISHARES IBONDS DEC 2030 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDV was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDV stock page LYELL WEALTH MANAGEMENT, LP fund profile LYELL WEALTH MANAGEMENT, LP full holdings
How LYELL WEALTH MANAGEMENT, LP held IBDV — position size vs. price
% of Fund (quarterly)    IBDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 467,998 +15,011 +3.3% 0.75% $10.2M 2026-05-07 $21.82
2025 Q4 ADDED — — — 452,987 +80,761 +21.7% 0.72% $10.0M 2026-02-12 $21.92
2025 Q3 ADDED — — — 372,226 +38,864 +11.7% 0.61% $8.2M 2025-11-06 $21.57
2025 Q2 ADDED — — — 333,362 +11,154 +3.5% 0.58% $7.3M 2025-07-29 $21.13
2025 Q1 ADDED — — — 322,208 +19,535 +6.5% 0.65% $7.0M 2025-05-08 $20.63
2024 Q4 ADDED — — — 302,673 +34,103 +12.7% 0.58% $6.5M 2025-02-03 $20.19
2024 Q3 ADDED — — — 268,570 +31,925 +13.5% 0.54% $6.0M 2024-10-23 $20.16
2024 Q2 ADDED — — — 236,645 +18,610 +8.5% 0.48% $5.0M 2024-08-08 $20.02
2024 Q1 ADDED — — — 218,035 +45,490 +26.4% 0.47% $4.7M 2024-05-03 $19.26
2023 Q4 ADDED — — — 172,545 +76,350 +79.4% 0.42% $3.7M 2024-02-02 $19.35
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDV

As of 2026 Q1 — sorted by position size

Gratus Wealth Advisors, LLC 5.07% Wilkins Miller Wealth Management, LLC 3.4% ARCADIA INVESTMENT ADVISORS LLC 3.28% MEMBERS WEALTH LLC 2.7% Sound View Wealth Advisors Group, LLC 3Y 2.6% 4Thought Financial Group Inc. 3Y 2.59% Twin Cities Retirement Group LLC 2.5% Winthrop Partners - WNY, LLC 3Y 7Y 2.4% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.34% Ironwood Financial, llc 3Y 7Y 2.12%

FAQ About LYELL WEALTH MANAGEMENT, LP and IBDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYELL WEALTH MANAGEMENT, LP reported owning IBDV?

LYELL WEALTH MANAGEMENT, LP reported IBDV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBDV position in LYELL WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for IBDV was 0.75% in 2026 Q1.

What is the latest reported IBDV position on this page?

The most recent filing on this page is 2026 Q1, when LYELL WEALTH MANAGEMENT, LP reported 467,998 shares, equal to 0.75% of portfolio, with an estimated market value of $10.2M.

What does the chart on this IBDV ownership page compare?

The chart compares LYELL WEALTH MANAGEMENT, LP's quarterly IBDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LYELL WEALTH MANAGEMENT, LP time their IBDV position?

Based on 13F filing dates vs. subsequent IBDV price moves, LYELL WEALTH MANAGEMENT, LP correctly timed 8 out of 10 reported position changes (80%).

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