iShares iBonds Dec 2032 Term Corporate ETF $IBDX Stock Holdings Lifted by Lyell Wealth Management LP

Lyell Wealth Management LP lifted its position in iShares iBonds Dec 2032 Term Corporate ETF (NYSEARCA:IBDX) by 12.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 260,065 shares of the company’s stock after acquiring an additional 29,140 shares during the period. Lyell Wealth Management LP owned about 0.42% of iShares iBonds Dec 2032 Term Corporate ETF worth $6,639,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in IBDX. Bogart Wealth LLC purchased a new position in shares of iShares iBonds Dec 2032 Term Corporate ETF in the fourth quarter worth approximately $56,000. Jupiter Wealth Management LLC purchased a new position in shares of iShares iBonds Dec 2032 Term Corporate ETF in the second quarter worth approximately $130,000. Crews Bank & Trust increased its position in shares of iShares iBonds Dec 2032 Term Corporate ETF by 91.8% in the fourth quarter. Crews Bank & Trust now owns 5,755 shares of the company’s stock worth $147,000 after acquiring an additional 2,755 shares in the last quarter. Dearborn Partners LLC purchased a new position in shares of iShares iBonds Dec 2032 Term Corporate ETF in the fourth quarter worth approximately $206,000. Finally, Newman Dignan & Sheerar Inc. increased its position in shares of iShares iBonds Dec 2032 Term Corporate ETF by 11.6% in the fourth quarter. Newman Dignan & Sheerar Inc. now owns 9,449 shares of the company’s stock worth $241,000 after acquiring an additional 985 shares in the last quarter.

iShares iBonds Dec 2032 Term Corporate ETF Price Performance

iShares iBonds Dec 2032 Term Corporate ETF stock opened at $25.14 on Friday. The firm’s 50 day simple moving average is $25.21 and its 200-day simple moving average is $25.42. iShares iBonds Dec 2032 Term Corporate ETF has a fifty-two week low of $24.85 and a fifty-two week high of $26.77.

About iShares iBonds Dec 2032 Term Corporate ETF

The iShares iBonds Dec 2032 Term Corporate ETF (IBDX) 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 January 1, 2032 and December 15, 2032. IBDX was launched on Jun 28, 2022 and is managed by BlackRock.