iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Purchased by Lyell Wealth Management LP

Lyell Wealth Management LP increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 8.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 444,280 shares of the company’s stock after buying an additional 34,930 shares during the quarter. Lyell Wealth Management LP owned about 0.32% of iShares iBonds Dec 2027 Term Corporate ETF worth $10,814,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IBDS. Ledyard National Bank purchased a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 3rd quarter worth about $334,000. Spinnaker Trust boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 11.1% in the 3rd quarter. Spinnaker Trust now owns 523,315 shares of the company’s stock valued at $12,737,000 after purchasing an additional 52,186 shares during the last quarter. Prime Capital Investment Advisors LLC boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 4.0% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 59,388 shares of the company’s stock valued at $1,446,000 after purchasing an additional 2,277 shares during the last quarter. HORAN Wealth LLC purchased a new stake in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 3rd quarter valued at $977,000. Finally, Jones Financial Companies Lllp increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 75.3% during the 3rd quarter. Jones Financial Companies Lllp now owns 112,239 shares of the company’s stock worth $2,730,000 after buying an additional 48,208 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Trading Up 0.1%

Shares of iShares iBonds Dec 2027 Term Corporate ETF stock opened at $24.33 on Friday. The business’s fifty day moving average price is $24.29 and its 200 day moving average price is $24.29. iShares iBonds Dec 2027 Term Corporate ETF has a twelve month low of $23.89 and a twelve month high of $24.52.

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.