Lyell Wealth Management LP Has $10.29 Million Stake in iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Lyell Wealth Management LP boosted its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 7.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 403,365 shares of the company’s stock after acquiring an additional 29,512 shares during the quarter. Lyell Wealth Management LP owned 0.32% of iShares iBonds Dec 2028 Term Corporate ETF worth $10,294,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. High Note Wealth LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 3rd quarter worth about $28,000. Bank of Jackson Hole Trust grew its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 31.9% during the second quarter. Bank of Jackson Hole Trust now owns 3,850 shares of the company’s stock worth $98,000 after purchasing an additional 932 shares during the period. MTM Investment Management LLC acquired a new position in iShares iBonds Dec 2028 Term Corporate ETF during the second quarter worth approximately $126,000. Sarver Vrooman Wealth Advisors raised its stake in iShares iBonds Dec 2028 Term Corporate ETF by 5.5% in the third quarter. Sarver Vrooman Wealth Advisors now owns 8,956 shares of the company’s stock valued at $229,000 after buying an additional 464 shares during the period. Finally, Newman Dignan & Sheerar Inc. raised its stake in iShares iBonds Dec 2028 Term Corporate ETF by 24.5% in the third quarter. Newman Dignan & Sheerar Inc. now owns 10,081 shares of the company’s stock valued at $257,000 after buying an additional 1,982 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Trading Up 0.1%

Shares of NYSEARCA IBDT opened at $25.53 on Friday. iShares iBonds Dec 2028 Term Corporate ETF has a 12 month low of $24.81 and a 12 month high of $25.76. The stock has a 50 day moving average of $25.47 and a 200-day moving average of $25.47.

About iShares iBonds Dec 2028 Term Corporate ETF

The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.