Lyell Wealth Management LP Acquires 86,833 Shares of iShares iBonds Dec 2029 Term Corporate ETF $IBDU

Lyell Wealth Management LP boosted its holdings in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 21.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 486,066 shares of the company’s stock after buying an additional 86,833 shares during the quarter. Lyell Wealth Management LP owned approximately 0.32% of iShares iBonds Dec 2029 Term Corporate ETF worth $11,376,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Ledyard National Bank grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 2.8% during the fourth quarter. Ledyard National Bank now owns 16,270 shares of the company’s stock valued at $381,000 after buying an additional 450 shares during the period. GAMMA Investing LLC grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 9.4% during the fourth quarter. GAMMA Investing LLC now owns 5,284 shares of the company’s stock valued at $124,000 after buying an additional 452 shares during the period. Mosaic Family Wealth Partners LLC grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 5.5% during the third quarter. Mosaic Family Wealth Partners LLC now owns 11,102 shares of the company’s stock valued at $261,000 after buying an additional 579 shares during the period. Dearborn Partners LLC grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 7.5% during the third quarter. Dearborn Partners LLC now owns 26,137 shares of the company’s stock valued at $613,000 after buying an additional 1,833 shares during the period. Finally, Sarver Vrooman Wealth Advisors grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 16.6% during the fourth quarter. Sarver Vrooman Wealth Advisors now owns 12,867 shares of the company’s stock valued at $301,000 after buying an additional 1,833 shares during the period.

iShares iBonds Dec 2029 Term Corporate ETF Stock Performance

Shares of NYSEARCA IBDU opened at $23.14 on Friday. The firm has a 50 day moving average of $23.19 and a 200 day moving average of $23.33. iShares iBonds Dec 2029 Term Corporate ETF has a 12-month low of $23.02 and a 12-month high of $23.65.

iShares iBonds Dec 2029 Term Corporate ETF Profile

The iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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. IBDU was launched on Sep 17, 2019 and is managed by BlackRock.