Lyell Wealth Management LP Has $3.10 Million Stock Holdings in iShares iBonds Dec 2033 Term Corporate ETF $IBDY

Lyell Wealth Management LP increased its position in shares of iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) by 31.1% in the third quarter, HoldingsChannel reports. The firm owned 118,270 shares of the company’s stock after purchasing an additional 28,025 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2033 Term Corporate ETF were worth $3,102,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in IBDY. Sterling Investment Advisors Ltd. acquired a new position in iShares iBonds Dec 2033 Term Corporate ETF in the third quarter valued at about $475,000. Sarver Vrooman Wealth Advisors acquired a new stake in shares of iShares iBonds Dec 2033 Term Corporate ETF during the third quarter worth approximately $263,000. Fort Washington Investment Advisors Inc. OH bought a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the third quarter valued at approximately $455,000. Montecito Bank & Trust acquired a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the 3rd quarter worth approximately $634,000. Finally, Ameriprise Financial Inc. grew its position in iShares iBonds Dec 2033 Term Corporate ETF by 1,637.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 175,946 shares of the company’s stock worth $4,559,000 after acquiring an additional 165,821 shares during the last quarter.

iShares iBonds Dec 2033 Term Corporate ETF Stock Up 0.3%

IBDY stock opened at $26.35 on Friday. The business has a fifty day moving average price of $26.16 and a 200 day moving average price of $26.15. iShares iBonds Dec 2033 Term Corporate ETF has a fifty-two week low of $24.54 and a fifty-two week high of $26.52.

iShares iBonds Dec 2033 Term Corporate ETF 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.