Lyell Wealth Management LP Grows Position in iShares iBonds Dec 2034 Term Corporate ETF $IBDZ

Lyell Wealth Management LP grew its stake in shares of iShares iBonds Dec 2034 Term Corporate ETF (NYSEARCA:IBDZ) by 366.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 82,610 shares of the company’s stock after purchasing an additional 64,885 shares during the quarter. Lyell Wealth Management LP owned approximately 0.33% of iShares iBonds Dec 2034 Term Corporate ETF worth $2,178,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of IBDZ. 10Elms LLP purchased a new stake in iShares iBonds Dec 2034 Term Corporate ETF in the 3rd quarter worth approximately $50,000. Ameriprise Financial Inc. purchased a new stake in iShares iBonds Dec 2034 Term Corporate ETF in the 2nd quarter worth approximately $258,000. Sterling Investment Advisors Ltd. lifted its holdings in iShares iBonds Dec 2034 Term Corporate ETF by 17.3% in the 4th quarter. Sterling Investment Advisors Ltd. now owns 10,115 shares of the company’s stock worth $267,000 after buying an additional 1,490 shares during the period. Captrust Financial Advisors lifted its holdings in iShares iBonds Dec 2034 Term Corporate ETF by 3.3% in the 2nd quarter. Captrust Financial Advisors now owns 15,457 shares of the company’s stock worth $404,000 after buying an additional 490 shares during the period. Finally, Gradient Capital Advisors LLC lifted its holdings in iShares iBonds Dec 2034 Term Corporate ETF by 6.8% in the 4th quarter. Gradient Capital Advisors LLC now owns 17,986 shares of the company’s stock worth $474,000 after buying an additional 1,139 shares during the period.

iShares iBonds Dec 2034 Term Corporate ETF Trading Up 0.6%

NYSEARCA IBDZ opened at $25.99 on Friday. iShares iBonds Dec 2034 Term Corporate ETF has a fifty-two week low of $25.62 and a fifty-two week high of $27.48. The stock has a 50 day simple moving average of $26.04 and a two-hundred day simple moving average of $26.26.

About iShares iBonds Dec 2034 Term Corporate ETF

The iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) 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, 2034, and December 15, 2034. IBDZ was launched on May 22, 2024 and is issued by BlackRock.