iShares iBonds Dec 2026 Term Corporate ETF $IBDR Stock Position Raised by Lyell Wealth Management LP

Lyell Wealth Management LP lifted its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 11.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 434,861 shares of the company’s stock after purchasing an additional 43,278 shares during the period. Lyell Wealth Management LP owned approximately 0.30% of iShares iBonds Dec 2026 Term Corporate ETF worth $10,567,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Sarver Vrooman Wealth Advisors boosted its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 0.9% in the 3rd quarter. Sarver Vrooman Wealth Advisors now owns 1,768,383 shares of the company’s stock valued at $42,972,000 after purchasing an additional 14,981 shares during the period. Captrust Financial Advisors boosted its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 20.0% in the second quarter. Captrust Financial Advisors now owns 1,406,620 shares of the company’s stock worth $34,111,000 after buying an additional 234,883 shares during the period. RVW Wealth LLC boosted its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 4.0% in the third quarter. RVW Wealth LLC now owns 1,135,975 shares of the company’s stock worth $27,604,000 after buying an additional 44,040 shares during the period. NewEdge Advisors LLC increased its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 9.5% in the second quarter. NewEdge Advisors LLC now owns 755,162 shares of the company’s stock worth $18,313,000 after acquiring an additional 65,712 shares in the last quarter. Finally, Rebalance LLC raised its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 54.8% during the third quarter. Rebalance LLC now owns 702,629 shares of the company’s stock valued at $17,074,000 after acquiring an additional 248,724 shares during the period.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

Shares of NYSEARCA:IBDR opened at $24.24 on Friday. The firm has a 50 day simple moving average of $24.24 and a 200 day simple moving average of $24.24. iShares iBonds Dec 2026 Term Corporate ETF has a 52 week low of $24.01 and a 52 week high of $24.32.

iShares iBonds Dec 2026 Term Corporate ETF Company Profile

The iShares iBonds Dec 2026 Term Corporate ETF (IBDR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2025 and Jan 1, 2027. IBDR was launched on Sep 13, 2016 and is managed by BlackRock.