Lyell Wealth Management LP Purchases 75,950 Shares of iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Lyell Wealth Management LP increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 18.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 479,315 shares of the company’s stock after acquiring an additional 75,950 shares during the period. Lyell Wealth Management LP owned approximately 0.33% of iShares iBonds Dec 2028 Term Corporate ETF worth $12,201,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sunbelt Securities Inc. bought a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the 3rd quarter worth approximately $26,000. Burkett Financial Services LLC bought a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter worth approximately $51,000. BOKF NA bought a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter worth approximately $108,000. Flagship Harbor Advisors LLC bought a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter worth approximately $131,000. Finally, Prime Capital Investment Advisors LLC increased its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 5.4% during the 3rd quarter. Prime Capital Investment Advisors LLC now owns 10,541 shares of the company’s stock worth $269,000 after acquiring an additional 541 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Stock Up 0.2%

iShares iBonds Dec 2028 Term Corporate ETF stock opened at $25.22 on Friday. The firm’s 50 day simple moving average is $25.26 and its 200 day simple moving average is $25.38. iShares iBonds Dec 2028 Term Corporate ETF has a 1-year low of $25.14 and a 1-year high of $25.74.

iShares iBonds Dec 2028 Term Corporate ETF Profile

The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.