Lyell Wealth Management LP Has $4.82 Million Holdings in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Lyell Wealth Management LP boosted its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 42.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 236,975 shares of the company’s stock after buying an additional 71,175 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2031 Term Corporate ETF were worth $4,822,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. First United Bank & Trust acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the 4th quarter valued at $47,000. Farther Finance Advisors LLC acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the 3rd quarter valued at $92,000. Crews Bank & Trust bought a new stake in iShares iBonds Dec 2031 Term Corporate ETF in the 4th quarter valued at $92,000. Bogart Wealth LLC bought a new stake in iShares iBonds Dec 2031 Term Corporate ETF in the 4th quarter valued at $107,000. Finally, Princeton Global Asset Management LLC increased its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 112.4% in the 3rd quarter. Princeton Global Asset Management LLC now owns 6,562 shares of the company’s stock valued at $139,000 after buying an additional 3,473 shares during the period.

iShares iBonds Dec 2031 Term Corporate ETF Price Performance

Shares of iShares iBonds Dec 2031 Term Corporate ETF stock opened at $20.45 on Wednesday. The company’s fifty day moving average price is $20.41 and its two-hundred day moving average price is $20.71. iShares iBonds Dec 2031 Term Corporate ETF has a 52-week low of $19.78 and a 52-week high of $21.39.

iShares iBonds Dec 2031 Term Corporate ETF Company Profile

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.