Lyell Wealth Management LP Has $5.95 Million Stock Position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)

Lyell Wealth Management LP raised its position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 13.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 268,570 shares of the company’s stock after purchasing an additional 31,925 shares during the quarter. Lyell Wealth Management LP owned approximately 0.62% of iShares iBonds Dec 2030 Term Corporate ETF worth $5,954,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of IBDV. Bogart Wealth LLC lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 15.9% during the 3rd quarter. Bogart Wealth LLC now owns 6,609 shares of the company’s stock valued at $147,000 after buying an additional 909 shares during the last quarter. Buffington Mohr McNeal lifted its stake in iShares iBonds Dec 2030 Term Corporate ETF by 2.4% in the third quarter. Buffington Mohr McNeal now owns 607,607 shares of the company’s stock valued at $13,471,000 after acquiring an additional 14,142 shares during the last quarter. Adirondack Trust Co. grew its position in iShares iBonds Dec 2030 Term Corporate ETF by 89.2% in the third quarter. Adirondack Trust Co. now owns 40,752 shares of the company’s stock worth $903,000 after acquiring an additional 19,218 shares in the last quarter. Praetorian Wealth Management Inc. increased its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 6.8% during the 3rd quarter. Praetorian Wealth Management Inc. now owns 164,862 shares of the company’s stock worth $3,655,000 after purchasing an additional 10,468 shares during the last quarter. Finally, Farmers National Bank increased its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 3.5% during the 2nd quarter. Farmers National Bank now owns 42,982 shares of the company’s stock worth $914,000 after purchasing an additional 1,455 shares during the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Stock Down 0.1 %

IBDV stock opened at $21.68 on Friday. iShares iBonds Dec 2030 Term Corporate ETF has a 1 year low of $19.92 and a 1 year high of $22.43. The company has a fifty day simple moving average of $22.00 and a 200 day simple moving average of $21.53.

About iShares iBonds Dec 2030 Term Corporate ETF

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.