Lyell Wealth Management LP Buys 19,901 Shares of iShares iBonds Dec 2027 Term Corporate ETF $IBDS

Lyell Wealth Management LP lifted its stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 5.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 409,350 shares of the company’s stock after acquiring an additional 19,901 shares during the period. Lyell Wealth Management LP owned 0.31% of iShares iBonds Dec 2027 Term Corporate ETF worth $9,935,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. RVW Wealth LLC grew its stake in iShares iBonds Dec 2027 Term Corporate ETF by 5.7% in the second quarter. RVW Wealth LLC now owns 1,022,940 shares of the company’s stock valued at $24,827,000 after purchasing an additional 55,018 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 0.6% during the first quarter. NewEdge Advisors LLC now owns 643,959 shares of the company’s stock valued at $15,571,000 after buying an additional 3,814 shares during the last quarter. Spinnaker Trust boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 21.8% in the 1st quarter. Spinnaker Trust now owns 455,474 shares of the company’s stock valued at $11,013,000 after buying an additional 81,597 shares in the last quarter. Rebalance LLC grew its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 1.4% in the 2nd quarter. Rebalance LLC now owns 452,728 shares of the company’s stock worth $10,988,000 after buying an additional 6,227 shares during the last quarter. Finally, Peloton Wealth Strategists grew its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 9.5% in the 1st quarter. Peloton Wealth Strategists now owns 339,470 shares of the company’s stock worth $8,208,000 after buying an additional 29,340 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

NYSEARCA:IBDS opened at $24.34 on Monday. iShares iBonds Dec 2027 Term Corporate ETF has a 52 week low of $23.86 and a 52 week high of $24.52. The firm has a 50 day moving average of $24.30 and a 200 day moving average of $24.20.

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.