Lyell Wealth Management LP Has $10.57 Million Holdings in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Lyell Wealth Management LP grew its position in shares of iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 11.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 434,861 shares of the company’s stock after buying an additional 43,278 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2026 Term Corporate ETF were worth $10,567,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. CNB Bank bought a new position in iShares iBonds Dec 2026 Term Corporate ETF during the third quarter valued at approximately $37,000. MTM Investment Management LLC acquired a new position in shares of iShares iBonds Dec 2026 Term Corporate ETF during the 2nd quarter worth $48,000. High Note Wealth LLC increased its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 195.0% during the 3rd quarter. High Note Wealth LLC now owns 2,360 shares of the company’s stock worth $57,000 after purchasing an additional 1,560 shares during the last quarter. Bank of Jackson Hole Trust raised its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 31.9% during the 2nd quarter. Bank of Jackson Hole Trust now owns 4,011 shares of the company’s stock valued at $97,000 after purchasing an additional 969 shares in the last quarter. Finally, Cloud Capital Management LLC acquired a new stake in shares of iShares iBonds Dec 2026 Term Corporate ETF in the 3rd quarter valued at $173,000.

iShares iBonds Dec 2026 Term Corporate ETF Trading Up 0.0%

Shares of NYSEARCA:IBDR opened at $24.24 on Friday. iShares iBonds Dec 2026 Term Corporate ETF has a 1 year low of $24.01 and a 1 year high of $24.32. The firm has a fifty day moving average price of $24.24 and a 200 day moving average price of $24.24.

iShares iBonds Dec 2026 Term Corporate ETF Profile

The iShares iBonds Dec 2026 Term Corporate ETF (IBDR) 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 Dec 31, 2025 and Jan 1, 2027. IBDR was launched on Sep 13, 2016 and is managed by BlackRock.