Lyell Wealth Management LP Purchases 33,497 Shares of iShares iBonds Dec 2029 Term Corporate ETF $IBDU

Lyell Wealth Management LP increased its position in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 399,233 shares of the company’s stock after purchasing an additional 33,497 shares during the period. Lyell Wealth Management LP owned 0.30% of iShares iBonds Dec 2029 Term Corporate ETF worth $9,370,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of IBDU. Bank of Jackson Hole Trust increased its stake in iShares iBonds Dec 2029 Term Corporate ETF by 32.0% in the 2nd quarter. Bank of Jackson Hole Trust now owns 4,202 shares of the company’s stock worth $98,000 after buying an additional 1,018 shares in the last quarter. CNB Bank purchased a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF during the third quarter worth about $134,000. Mosaic Family Wealth Partners LLC bought a new stake in iShares iBonds Dec 2029 Term Corporate ETF during the 2nd quarter valued at approximately $246,000. Sarver Vrooman Wealth Advisors raised its stake in iShares iBonds Dec 2029 Term Corporate ETF by 5.4% during the 3rd quarter. Sarver Vrooman Wealth Advisors now owns 11,034 shares of the company’s stock valued at $259,000 after purchasing an additional 564 shares during the period. Finally, Princeton Global Asset Management LLC lifted its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 51.8% in the 2nd quarter. Princeton Global Asset Management LLC now owns 11,131 shares of the company’s stock worth $260,000 after purchasing an additional 3,796 shares in the last quarter.

iShares iBonds Dec 2029 Term Corporate ETF Stock Performance

IBDU stock opened at $23.52 on Friday. iShares iBonds Dec 2029 Term Corporate ETF has a 1-year low of $22.55 and a 1-year high of $23.65. The business has a 50 day simple moving average of $23.43 and a two-hundred day simple moving average of $23.43.

iShares iBonds Dec 2029 Term Corporate ETF Company 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.