Lyell Wealth Management LP Acquires 28,025 Shares of iShares iBonds Dec 2033 Term Corporate ETF $IBDY

Lyell Wealth Management LP increased its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) by 31.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 118,270 shares of the company’s stock after purchasing an additional 28,025 shares during the period. Lyell Wealth Management LP owned approximately 0.34% of iShares iBonds Dec 2033 Term Corporate ETF worth $3,102,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Atlantic Union Bankshares Corp acquired a new stake in iShares iBonds Dec 2033 Term Corporate ETF in the 2nd quarter valued at approximately $5,265,000. JPMorgan Chase & Co. boosted its position in shares of iShares iBonds Dec 2033 Term Corporate ETF by 18,185.4% in the second quarter. JPMorgan Chase & Co. now owns 146,649 shares of the company’s stock valued at $3,799,000 after acquiring an additional 145,847 shares during the period. Jupiter Wealth Management LLC acquired a new stake in shares of iShares iBonds Dec 2033 Term Corporate ETF in the second quarter worth $120,000. Ameriprise Financial Inc. increased its position in iShares iBonds Dec 2033 Term Corporate ETF by 1,637.7% during the second quarter. Ameriprise Financial Inc. now owns 175,946 shares of the company’s stock worth $4,559,000 after acquiring an additional 165,821 shares during the period. Finally, Montecito Bank & Trust bought a new position in iShares iBonds Dec 2033 Term Corporate ETF during the third quarter worth $634,000.

iShares iBonds Dec 2033 Term Corporate ETF Price Performance

Shares of iShares iBonds Dec 2033 Term Corporate ETF stock opened at $26.35 on Friday. iShares iBonds Dec 2033 Term Corporate ETF has a fifty-two week low of $24.54 and a fifty-two week high of $26.52. The firm has a fifty day moving average price of $26.16 and a two-hundred day moving average price of $26.15.

iShares iBonds Dec 2033 Term Corporate ETF Profile

The iShares iBonds Dec 2033 Term Corporate ETF (IBDY) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2033, and December 15, 2033. IBDY was launched on Jun 21, 2023 and is managed by BlackRock.