Lyell Wealth Management LP Purchases 55,375 Shares of iShares iBonds Dec 2033 Term Corporate ETF $IBDY

Lyell Wealth Management LP raised its position in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) by 46.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 173,645 shares of the company’s stock after acquiring an additional 55,375 shares during the quarter. Lyell Wealth Management LP owned approximately 0.46% of iShares iBonds Dec 2033 Term Corporate ETF worth $4,539,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Janney Montgomery Scott LLC lifted its holdings in iShares iBonds Dec 2033 Term Corporate ETF by 7.5% in the fourth quarter. Janney Montgomery Scott LLC now owns 359,078 shares of the company’s stock valued at $9,386,000 after acquiring an additional 25,176 shares during the period. Dearborn Partners LLC bought a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the fourth quarter worth about $206,000. Parallel Advisors LLC raised its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 6.6% in the fourth quarter. Parallel Advisors LLC now owns 210,833 shares of the company’s stock worth $5,511,000 after buying an additional 12,966 shares during the period. Sterling Investment Advisors Ltd. raised its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 25.8% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,765 shares of the company’s stock worth $595,000 after buying an additional 4,665 shares during the period. Finally, Gradient Capital Advisors LLC raised its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 19.6% in the fourth quarter. Gradient Capital Advisors LLC now owns 16,333 shares of the company’s stock worth $427,000 after buying an additional 2,675 shares during the period.

iShares iBonds Dec 2033 Term Corporate ETF Stock Up 0.6%

NYSEARCA IBDY opened at $25.74 on Friday. The stock’s 50-day moving average price is $25.79 and its 200-day moving average price is $26.01. iShares iBonds Dec 2033 Term Corporate ETF has a 52 week low of $25.42 and a 52 week high of $26.52.

iShares iBonds Dec 2033 Term Corporate ETF Company Profile

The iShares iBonds Dec 2033 Term Corporate ETF (IBDY) 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, 2033, and December 15, 2033. IBDY was launched on Jun 21, 2023 and is managed by BlackRock.