Lyell Wealth Management LP Purchases 32,420 Shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Lyell Wealth Management LP raised its position in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 15.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 248,200 shares of the company’s stock after purchasing an additional 32,420 shares during the period. Lyell Wealth Management LP owned approximately 0.42% of iShares iBonds Dec 2029 Term Corporate ETF worth $5,627,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in IBDU. Bogart Wealth LLC increased its position in shares of iShares iBonds Dec 2029 Term Corporate ETF by 13.1% during the first quarter. Bogart Wealth LLC now owns 5,650 shares of the company’s stock worth $129,000 after acquiring an additional 654 shares in the last quarter. Gradient Capital Advisors LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF during the 1st quarter worth about $255,000. Adirondack Trust Co. acquired a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF during the 4th quarter worth about $286,000. Montecito Bank & Trust acquired a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF during the 1st quarter worth about $315,000. Finally, Bank of New York Mellon Corp raised its stake in iShares iBonds Dec 2029 Term Corporate ETF by 64.0% in the 2nd quarter. Bank of New York Mellon Corp now owns 16,099 shares of the company’s stock worth $365,000 after purchasing an additional 6,283 shares in the last quarter.

iShares iBonds Dec 2029 Term Corporate ETF Trading Up 0.2 %

Shares of iShares iBonds Dec 2029 Term Corporate ETF stock opened at $23.52 on Friday. iShares iBonds Dec 2029 Term Corporate ETF has a twelve month low of $21.41 and a twelve month high of $24.90. The company has a 50-day simple moving average of $23.15 and a two-hundred day simple moving average of $22.80.

iShares iBonds Dec 2029 Term Corporate ETF Company Profile

The iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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 Jan 1 and Dec 15, 2029. IBDU was launched on Sep 17, 2019 and is managed by BlackRock.