Lyell Wealth Management LP Boosts Stock Holdings in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Lyell Wealth Management LP raised its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 21.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 452,987 shares of the company’s stock after buying an additional 80,761 shares during the period. Lyell Wealth Management LP owned about 0.35% of iShares iBonds Dec 2030 Term Corporate ETF worth $9,997,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Crews Bank & Trust boosted its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 50.8% during the 4th quarter. Crews Bank & Trust now owns 76,460 shares of the company’s stock valued at $1,687,000 after acquiring an additional 25,745 shares during the period. RVW Wealth LLC bought a new position in iShares iBonds Dec 2030 Term Corporate ETF during the 4th quarter worth approximately $24,567,000. FourThought Financial Partners LLC grew its position in iShares iBonds Dec 2030 Term Corporate ETF by 90.3% during the 4th quarter. FourThought Financial Partners LLC now owns 93,926 shares of the company’s stock worth $2,073,000 after acquiring an additional 44,561 shares during the last quarter. Beese Fulmer Investment Management Inc. grew its position in iShares iBonds Dec 2030 Term Corporate ETF by 146.4% during the 4th quarter. Beese Fulmer Investment Management Inc. now owns 109,615 shares of the company’s stock worth $2,419,000 after acquiring an additional 65,126 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 162.4% during the third quarter. JPMorgan Chase & Co. now owns 304,382 shares of the company’s stock valued at $6,742,000 after purchasing an additional 188,371 shares during the period.

iShares iBonds Dec 2030 Term Corporate ETF Price Performance

NYSEARCA:IBDV opened at $21.76 on Friday. iShares iBonds Dec 2030 Term Corporate ETF has a fifty-two week low of $21.63 and a fifty-two week high of $22.41. The business has a 50 day moving average price of $21.83 and a 200-day moving average price of $21.98.

iShares iBonds Dec 2030 Term Corporate ETF Profile

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.