Lyell Wealth Management LP Increases Stock Holdings in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)

Lyell Wealth Management LP lifted its stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 302,673 shares of the company’s stock after purchasing an additional 34,103 shares during the quarter. Lyell Wealth Management LP owned about 0.69% of iShares iBonds Dec 2030 Term Corporate ETF worth $6,465,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Farther Finance Advisors LLC lifted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 12,188.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 4,301 shares of the company’s stock worth $95,000 after acquiring an additional 4,266 shares during the last quarter. Peloton Wealth Strategists lifted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 5.3% during the 3rd quarter. Peloton Wealth Strategists now owns 193,900 shares of the company’s stock worth $4,299,000 after acquiring an additional 9,700 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 7.8% during the 4th quarter. Janney Montgomery Scott LLC now owns 353,581 shares of the company’s stock worth $7,552,000 after acquiring an additional 25,714 shares during the last quarter. Roble Belko & Company Inc lifted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 14.9% during the 4th quarter. Roble Belko & Company Inc now owns 21,728 shares of the company’s stock worth $464,000 after acquiring an additional 2,816 shares during the last quarter. Finally, Captrust Financial Advisors lifted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 8.9% during the 3rd quarter. Captrust Financial Advisors now owns 39,725 shares of the company’s stock worth $881,000 after acquiring an additional 3,243 shares during the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Price Performance

Shares of IBDV stock opened at $21.43 on Wednesday. iShares iBonds Dec 2030 Term Corporate ETF has a 52-week low of $20.77 and a 52-week high of $22.43. The stock has a 50 day moving average price of $21.38 and a 200 day moving average price of $21.67.

iShares iBonds Dec 2030 Term Corporate ETF Company Profile

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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, 2029. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.