Lyell Wealth Management LP Purchases 64,885 Shares of iShares iBonds Dec 2034 Term Corporate ETF $IBDZ

Lyell Wealth Management LP lifted its position in iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ) by 366.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 82,610 shares of the company’s stock after acquiring an additional 64,885 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2034 Term Corporate ETF were worth $2,178,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Janney Montgomery Scott LLC bought a new position in iShares iBonds Dec 2034 Term Corporate ETF during the 4th quarter valued at approximately $5,777,000. Parallel Advisors LLC increased its position in iShares iBonds Dec 2034 Term Corporate ETF by 12.5% during the 4th quarter. Parallel Advisors LLC now owns 199,895 shares of the company’s stock valued at $5,271,000 after buying an additional 22,192 shares in the last quarter. Sarver Vrooman Wealth Advisors increased its position in iShares iBonds Dec 2034 Term Corporate ETF by 2.3% during the 4th quarter. Sarver Vrooman Wealth Advisors now owns 21,073 shares of the company’s stock valued at $556,000 after buying an additional 464 shares in the last quarter. Sterling Investment Advisors Ltd. increased its position in iShares iBonds Dec 2034 Term Corporate ETF by 17.3% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 10,115 shares of the company’s stock valued at $267,000 after buying an additional 1,490 shares in the last quarter. Finally, Gradient Capital Advisors LLC increased its position in iShares iBonds Dec 2034 Term Corporate ETF by 6.8% during the 4th quarter. Gradient Capital Advisors LLC now owns 17,986 shares of the company’s stock valued at $474,000 after buying an additional 1,139 shares in the last quarter.

iShares iBonds Dec 2034 Term Corporate ETF Stock Up 0.6%

IBDZ stock opened at $25.99 on Friday. iShares iBonds Dec 2034 Term Corporate ETF has a twelve month low of $25.62 and a twelve month high of $27.48. The business has a 50 day moving average of $26.04 and a 200 day moving average of $26.26.

iShares iBonds Dec 2034 Term Corporate ETF Profile

The iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) 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, 2034, and December 15, 2034. IBDZ was launched on May 22, 2024 and is issued by BlackRock.