Lyell Wealth Management LP Has $9.29 Million Stake in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Lyell Wealth Management LP boosted its stake in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 11.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 371,036 shares of the company’s stock after buying an additional 39,145 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $9,294,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. GAMMA Investing LLC raised its position in iShares iBonds Dec 2025 Term Corporate ETF by 54.8% in the 4th quarter. GAMMA Investing LLC now owns 165,358 shares of the company’s stock valued at $4,142,000 after purchasing an additional 58,539 shares during the last quarter. Prime Capital Investment Advisors LLC raised its position in iShares iBonds Dec 2025 Term Corporate ETF by 29.7% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 78,914 shares of the company’s stock valued at $1,981,000 after purchasing an additional 18,080 shares during the last quarter. Klaas Financial Asset Advisors LLC raised its position in iShares iBonds Dec 2025 Term Corporate ETF by 8.3% in the 4th quarter. Klaas Financial Asset Advisors LLC now owns 49,869 shares of the company’s stock valued at $1,249,000 after purchasing an additional 3,803 shares during the last quarter. Montecito Bank & Trust raised its position in iShares iBonds Dec 2025 Term Corporate ETF by 49.0% in the 3rd quarter. Montecito Bank & Trust now owns 43,164 shares of the company’s stock valued at $1,083,000 after purchasing an additional 14,186 shares during the last quarter. Finally, Bogart Wealth LLC raised its position in iShares iBonds Dec 2025 Term Corporate ETF by 15.0% in the 3rd quarter. Bogart Wealth LLC now owns 6,154 shares of the company’s stock valued at $154,000 after purchasing an additional 802 shares during the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Stock Performance

IBDQ stock opened at $25.12 on Wednesday. iShares iBonds Dec 2025 Term Corporate ETF has a twelve month low of $24.68 and a twelve month high of $25.16. The business has a fifty day moving average of $25.08 and a 200-day moving average of $25.05.

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.