Lyell Wealth Management LP Purchases 77,683 Shares of iShares iBonds Dec 2027 Term Corporate ETF $IBDS

Lyell Wealth Management LP increased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 17.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 521,963 shares of the company’s stock after buying an additional 77,683 shares during the period. Lyell Wealth Management LP owned 0.35% of iShares iBonds Dec 2027 Term Corporate ETF worth $12,673,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of IBDS. Ameriprise Financial Inc. raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 18.7% during the second quarter. Ameriprise Financial Inc. now owns 1,501,886 shares of the company’s stock worth $36,442,000 after buying an additional 236,150 shares during the last quarter. Captrust Financial Advisors raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 17.5% during the third quarter. Captrust Financial Advisors now owns 901,136 shares of the company’s stock worth $21,934,000 after buying an additional 133,985 shares during the last quarter. RVW Wealth LLC raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 12.9% during the fourth quarter. RVW Wealth LLC now owns 1,170,581 shares of the company’s stock worth $28,422,000 after buying an additional 133,386 shares during the last quarter. Rebalance LLC raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 10.1% during the fourth quarter. Rebalance LLC now owns 772,355 shares of the company’s stock worth $18,753,000 after buying an additional 71,100 shares during the last quarter. Finally, Klaas Financial Asset Advisors LLC raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 559.5% during the fourth quarter. Klaas Financial Asset Advisors LLC now owns 75,039 shares of the company’s stock worth $1,822,000 after buying an additional 63,660 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

NYSEARCA:IBDS opened at $24.17 on Friday. iShares iBonds Dec 2027 Term Corporate ETF has a 12 month low of $24.11 and a 12 month high of $24.38. The firm has a fifty day simple moving average of $24.20 and a two-hundred day simple moving average of $24.25.

iShares iBonds Dec 2027 Term Corporate ETF Profile

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.