Lyell Wealth Management LP increased its stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 5.5% during the third quarter, Holdings Channel reports. The firm owned 519,486 shares of the company’s stock after acquiring an additional 26,888 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2030 Term Corporate ETF were worth $10,982,000 at the end of the most recent reporting period.
A number of other hedge funds also recently modified their holdings of IBDV. Godshalk Welsh Capital Management Inc. lifted its position in iShares iBonds Dec 2030 Term Corporate ETF by 54.4% during the first quarter. Godshalk Welsh Capital Management Inc. now owns 95,100 shares of the company’s stock worth $2,082,000 after purchasing an additional 33,500 shares during the period. RVW Wealth LLC grew its stake in iShares iBonds Dec 2030 Term Corporate ETF by 8.6% during the second quarter. RVW Wealth LLC now owns 1,309,276 shares of the company’s stock worth $28,542,000 after buying an additional 103,166 shares in the last quarter. Beaumont Financial Advisors LLC acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF during the third quarter worth about $1,118,000. Newman Dignan & Sheerar Inc. acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF during the third quarter worth about $671,000. Finally, Ascentis Independent Advisors increased its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 152.9% in the 1st quarter. Ascentis Independent Advisors now owns 39,450 shares of the company’s stock valued at $864,000 after buying an additional 23,850 shares during the period.
iShares iBonds Dec 2030 Term Corporate ETF Price Performance
IBDV stock opened at $21.25 on Wednesday. The company’s 50-day moving average price is $21.29 and its two-hundred day moving average price is $21.71. iShares iBonds Dec 2030 Term Corporate ETF has a 12 month low of $21.02 and a 12 month high of $22.28.
iShares iBonds Dec 2030 Term Corporate ETF Profile
The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.
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Want to see what other hedge funds are holding IBDV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report).
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