iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) Shares Purchased by Lyell Wealth Management LP

Lyell Wealth Management LP increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 7.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 331,018 shares of the company’s stock after purchasing an additional 22,914 shares during the period. Lyell Wealth Management LP owned 0.45% of iShares iBonds Dec 2028 Term Corporate ETF worth $8,242,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in IBDT. Heartland Bank & Trust Co purchased a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF in the 3rd quarter valued at about $246,000. Bogart Wealth LLC increased its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 14.7% during the 3rd quarter. Bogart Wealth LLC now owns 6,166 shares of the company’s stock valued at $157,000 after acquiring an additional 789 shares in the last quarter. First Interstate Bank acquired a new stake in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 3rd quarter worth about $202,000. Blue Square Asset Management LLC boosted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 9.6% during the 3rd quarter. Blue Square Asset Management LLC now owns 39,773 shares of the company’s stock worth $1,015,000 after purchasing an additional 3,493 shares during the last quarter. Finally, Spinnaker Trust boosted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 20.4% during the 3rd quarter. Spinnaker Trust now owns 170,234 shares of the company’s stock worth $4,346,000 after purchasing an additional 28,863 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Price Performance

IBDT opened at $25.01 on Wednesday. The company’s 50 day simple moving average is $24.95 and its 200 day simple moving average is $25.15. iShares iBonds Dec 2028 Term Corporate ETF has a 1 year low of $24.36 and a 1 year high of $25.77.

About iShares iBonds Dec 2028 Term Corporate ETF

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.