iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Bought by Lyell Wealth Management LP

Lyell Wealth Management LP raised its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 5.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 409,350 shares of the company’s stock after acquiring an additional 19,901 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $9,935,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently modified their holdings of the stock. First Fiduciary Investment Counsel Inc. raised its position in iShares iBonds Dec 2027 Term Corporate ETF by 0.8% during the second quarter. First Fiduciary Investment Counsel Inc. now owns 71,998 shares of the company’s stock valued at $1,747,000 after acquiring an additional 590 shares in the last quarter. Sunbelt Securities Inc. boosted its position in iShares iBonds Dec 2027 Term Corporate ETF by 31.5% in the 1st quarter. Sunbelt Securities Inc. now owns 3,735 shares of the company’s stock worth $90,000 after purchasing an additional 895 shares in the last quarter. Pinnacle Bancorp Inc. grew its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 48.7% during the 2nd quarter. Pinnacle Bancorp Inc. now owns 3,175 shares of the company’s stock worth $77,000 after purchasing an additional 1,040 shares during the period. Cary Street Partners Financial LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 2.3% during the 1st quarter. Cary Street Partners Financial LLC now owns 49,164 shares of the company’s stock valued at $1,189,000 after purchasing an additional 1,105 shares in the last quarter. Finally, Sonata Capital Group Inc. lifted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 0.6% in the 1st quarter. Sonata Capital Group Inc. now owns 205,888 shares of the company’s stock valued at $4,978,000 after purchasing an additional 1,137 shares during the period.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

Shares of NYSEARCA IBDS opened at $24.34 on Monday. The company’s fifty day moving average price is $24.30 and its 200 day moving average price is $24.20. iShares iBonds Dec 2027 Term Corporate ETF has a 1 year low of $23.86 and a 1 year high of $24.52.

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.