iShares iBonds Dec 2031 Term Corporate ETF $IBDW Shares Newly Purchased by Lyell Wealth Management LP

Lyell Wealth Management LP purchased a new position in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 399,960 shares of the company’s stock, valued at approximately $8,023,000. Lyell Wealth Management LP owned about 0.30% of iShares iBonds Dec 2031 Term Corporate ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Farmers National Bank boosted its holdings in shares of iShares iBonds Dec 2031 Term Corporate ETF by 1.3% in the 1st quarter. Farmers National Bank now owns 44,655 shares of the company’s stock valued at $935,000 after buying an additional 590 shares during the last quarter. Ballast Advisors LLC acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the first quarter worth $30,000. Beacon Financial Group increased its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 4.0% during the first quarter. Beacon Financial Group now owns 74,055 shares of the company’s stock worth $1,550,000 after buying an additional 2,816 shares during the last quarter. Ascentis Independent Advisors acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the first quarter worth $63,000. Finally, Bogart Wealth LLC increased its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 48.6% during the first quarter. Bogart Wealth LLC now owns 9,346 shares of the company’s stock worth $196,000 after buying an additional 3,055 shares during the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Price Performance

NYSEARCA IBDW opened at $20.20 on Wednesday. The firm’s fifty day moving average price is $20.25 and its two-hundred day moving average price is $20.73. iShares iBonds Dec 2031 Term Corporate ETF has a 1 year low of $19.93 and a 1 year high of $21.39.

About iShares iBonds Dec 2031 Term Corporate ETF

The iShares iBonds Dec 2031 Term Corporate ETF (IBDW) 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, 2031 and December 15, 2031. IBDW was launched on Jun 22, 2021 and is managed by BlackRock.