Lyell Wealth Management LP Reduces Stock Position in iShares iBonds Dec 2025 Term Corporate ETF $IBDQ

Lyell Wealth Management LP cut its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 12.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 310,222 shares of the company’s stock after selling 42,873 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $7,811,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Bank of Jackson Hole Trust increased its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 60.4% during the 1st quarter. Bank of Jackson Hole Trust now owns 2,699 shares of the company’s stock worth $68,000 after purchasing an additional 1,016 shares during the last quarter. Trust Co. of Vermont purchased a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the 1st quarter worth approximately $132,000. Cloud Capital Management LLC purchased a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the 1st quarter worth approximately $166,000. Farther Finance Advisors LLC increased its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 105.1% during the 2nd quarter. Farther Finance Advisors LLC now owns 6,700 shares of the company’s stock worth $169,000 after purchasing an additional 3,433 shares during the last quarter. Finally, OLD Mission Capital LLC purchased a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the 1st quarter worth approximately $363,000.

iShares iBonds Dec 2025 Term Corporate ETF Stock Performance

IBDQ stock opened at $25.14 on Monday. iShares iBonds Dec 2025 Term Corporate ETF has a 52-week low of $25.00 and a 52-week high of $25.19. The stock’s 50 day moving average is $25.14 and its two-hundred day moving average is $25.13.

About iShares iBonds Dec 2025 Term Corporate ETF

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.