Lyell Wealth Management LP Increases Holdings in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Lyell Wealth Management LP raised its stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 7.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 391,583 shares of the company’s stock after buying an additional 27,066 shares during the quarter. Lyell Wealth Management LP owned approximately 0.29% of iShares iBonds Dec 2026 Term Corporate ETF worth $9,496,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Hurley Capital LLC raised its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 14.9% during the 1st quarter. Hurley Capital LLC now owns 53,038 shares of the company’s stock worth $1,284,000 after acquiring an additional 6,896 shares during the period. Heartland Bank & Trust Co raised its stake in iShares iBonds Dec 2026 Term Corporate ETF by 41.8% during the second quarter. Heartland Bank & Trust Co now owns 122,702 shares of the company’s stock worth $2,976,000 after purchasing an additional 36,197 shares during the period. OLD Mission Capital LLC acquired a new position in iShares iBonds Dec 2026 Term Corporate ETF in the 1st quarter valued at about $1,239,000. Mosaic Family Wealth Partners LLC boosted its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 34.7% in the 1st quarter. Mosaic Family Wealth Partners LLC now owns 30,399 shares of the company’s stock valued at $736,000 after purchasing an additional 7,831 shares during the last quarter. Finally, Farther Finance Advisors LLC grew its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 196.7% in the 2nd quarter. Farther Finance Advisors LLC now owns 5,414 shares of the company’s stock valued at $131,000 after buying an additional 3,589 shares during the period.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

Shares of NYSEARCA IBDR opened at $24.26 on Monday. The company has a 50 day simple moving average of $24.24 and a 200-day simple moving average of $24.19. iShares iBonds Dec 2026 Term Corporate ETF has a 1 year low of $23.98 and a 1 year high of $24.45.

iShares iBonds Dec 2026 Term Corporate ETF Company Profile

The iShares iBonds Dec 2026 Term Corporate ETF (IBDR) 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 Dec 31, 2025 and Jan 1, 2027. IBDR was launched on Sep 13, 2016 and is managed by BlackRock.