Lyell Wealth Management LP Increases Stock Holdings in iShares iBonds Dec 2033 Term Corporate ETF $IBDY

Lyell Wealth Management LP lifted its stake in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) by 46.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 173,645 shares of the company’s stock after buying an additional 55,375 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2033 Term Corporate ETF were worth $4,539,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Jupiter Wealth Management LLC purchased a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the 2nd quarter worth approximately $120,000. 10Elms LLP boosted its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 275.0% in the 3rd quarter. 10Elms LLP now owns 5,250 shares of the company’s stock worth $138,000 after purchasing an additional 3,850 shares during the period. Dearborn Partners LLC purchased a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the 4th quarter worth approximately $206,000. Gradient Capital Advisors LLC boosted its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 19.6% in the 4th quarter. Gradient Capital Advisors LLC now owns 16,333 shares of the company’s stock worth $427,000 after purchasing an additional 2,675 shares during the period. Finally, Sterling Investment Advisors Ltd. lifted its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 25.8% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,765 shares of the company’s stock worth $595,000 after acquiring an additional 4,665 shares during the last quarter.

iShares iBonds Dec 2033 Term Corporate ETF Price Performance

Shares of IBDY stock opened at $25.74 on Friday. iShares iBonds Dec 2033 Term Corporate ETF has a 52-week low of $25.42 and a 52-week high of $26.52. The stock has a 50 day moving average price of $25.79 and a 200 day moving average price of $26.01.

iShares iBonds Dec 2033 Term Corporate ETF Company 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.