Lyell Wealth Management LP Lowers Holdings in iShares iBonds Dec 2025 Term Corporate ETF $IBDQ

Lyell Wealth Management LP lowered its position in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 17.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 256,578 shares of the company’s stock after selling 53,644 shares during the quarter. Lyell Wealth Management LP owned 0.24% of iShares iBonds Dec 2025 Term Corporate ETF worth $6,463,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. High Note Wealth LLC purchased a new position in iShares iBonds Dec 2025 Term Corporate ETF during the third quarter worth about $28,000. Bank of Jackson Hole Trust increased its position in iShares iBonds Dec 2025 Term Corporate ETF by 34.4% during the 2nd quarter. Bank of Jackson Hole Trust now owns 3,628 shares of the company’s stock worth $91,000 after purchasing an additional 929 shares during the period. Cloud Capital Management LLC purchased a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF during the 3rd quarter worth approximately $154,000. Farther Finance Advisors LLC boosted its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF by 107.8% in the third quarter. Farther Finance Advisors LLC now owns 13,923 shares of the company’s stock valued at $351,000 after buying an additional 7,223 shares in the last quarter. Finally, Silicon Valley Capital Partners purchased a new stake in shares of iShares iBonds Dec 2025 Term Corporate ETF in the second quarter valued at approximately $470,000.

iShares iBonds Dec 2025 Term Corporate ETF Trading Down 0.1%

NYSEARCA:IBDQ opened at $25.11 on Friday. iShares iBonds Dec 2025 Term Corporate ETF has a 1 year low of $25.00 and a 1 year high of $25.20. The stock has a fifty day moving average price of $25.11 and a two-hundred day moving average price of $25.13.

iShares iBonds Dec 2025 Term Corporate ETF Company Profile

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.