Lyell Wealth Management LP Has $3.99 Million Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Lyell Wealth Management LP grew its holdings in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 24.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 159,166 shares of the company’s stock after purchasing an additional 30,886 shares during the quarter. Lyell Wealth Management LP owned about 0.42% of iShares iBonds Dec 2028 Term Corporate ETF worth $3,993,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Roble Belko & Company Inc grew its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 8.1% in the fourth quarter. Roble Belko & Company Inc now owns 13,339 shares of the company’s stock valued at $335,000 after purchasing an additional 1,004 shares during the last quarter. Scissortail Wealth Management LLC acquired a new stake in shares of iShares iBonds Dec 2028 Term Corporate ETF in the fourth quarter valued at about $1,353,000. Dearborn Partners LLC acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the fourth quarter worth about $487,000. Private Trust Co. NA grew its position in iShares iBonds Dec 2028 Term Corporate ETF by 87.5% during the fourth quarter. Private Trust Co. NA now owns 2,201 shares of the company’s stock worth $55,000 after buying an additional 1,027 shares in the last quarter. Finally, Leavell Investment Management Inc. acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the fourth quarter worth about $504,000.

iShares iBonds Dec 2028 Term Corporate ETF Stock Down 0.1 %

IBDT stock traded down $0.03 during trading on Wednesday, reaching $24.50. 178,089 shares of the stock were exchanged, compared to its average volume of 384,642. iShares iBonds Dec 2028 Term Corporate ETF has a twelve month low of $23.62 and a twelve month high of $25.19. The stock has a 50 day simple moving average of $24.74 and a 200-day simple moving average of $24.62.

iShares iBonds Dec 2028 Term Corporate ETF Company Profile

The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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 Jan 1 and Dec 15, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.