Lyell Wealth Management LP boosted its position in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW – Free Report) by 16.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 332,277 shares of the company’s stock after purchasing an additional 46,181 shares during the period. Lyell Wealth Management LP owned approximately 0.32% of iShares iBonds Dec 2031 Term Corporate ETF worth $7,028,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in IBDW. BOKF NA acquired a new stake in iShares iBonds Dec 2031 Term Corporate ETF during the 4th quarter valued at $69,000. Bogart Wealth LLC grew its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 19.9% during the 4th quarter. Bogart Wealth LLC now owns 6,291 shares of the company’s stock worth $133,000 after acquiring an additional 1,043 shares in the last quarter. Dearborn Partners LLC acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the 4th quarter worth $206,000. FourThought Financial Partners LLC acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the 3rd quarter worth $339,000. Finally, Farther Finance Advisors LLC grew its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 7.1% during the 4th quarter. Farther Finance Advisors LLC now owns 17,923 shares of the company’s stock worth $379,000 after acquiring an additional 1,188 shares in the last quarter.
iShares iBonds Dec 2031 Term Corporate ETF Price Performance
Shares of IBDW stock opened at $20.81 on Friday. iShares iBonds Dec 2031 Term Corporate ETF has a 1-year low of $20.64 and a 1-year high of $21.78. The firm has a fifty day moving average of $20.88 and a two-hundred day moving average of $21.05.
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.
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