Lyell Wealth Management LP Acquires 47,916 Shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Lyell Wealth Management LP boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 28.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 216,270 shares of the company’s stock after purchasing an additional 47,916 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $5,175,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IBDS. Bogart Wealth LLC bought a new stake in iShares iBonds Dec 2027 Term Corporate ETF during the third quarter worth $61,000. Migdal Insurance & Financial Holdings Ltd. bought a new stake in iShares iBonds Dec 2027 Term Corporate ETF during the fourth quarter worth $72,000. First Horizon Advisors Inc. bought a new stake in iShares iBonds Dec 2027 Term Corporate ETF during the third quarter worth $101,000. PSI Advisors LLC lifted its stake in iShares iBonds Dec 2027 Term Corporate ETF by 76.7% during the fourth quarter. PSI Advisors LLC now owns 4,400 shares of the company’s stock worth $105,000 after purchasing an additional 1,910 shares during the last quarter. Finally, Horizons Wealth Management lifted its stake in iShares iBonds Dec 2027 Term Corporate ETF by 13.1% during the fourth quarter. Horizons Wealth Management now owns 7,647 shares of the company’s stock worth $183,000 after purchasing an additional 883 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Down 0.1 %

Shares of NYSEARCA:IBDS traded down $0.02 during trading on Wednesday, hitting $23.56. 213,954 shares of the company were exchanged, compared to its average volume of 436,758. The business’s 50 day moving average is $23.69 and its 200-day moving average is $23.59. iShares iBonds Dec 2027 Term Corporate ETF has a 1-year low of $22.80 and a 1-year high of $24.06.

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.