Lyell Wealth Management LP Trims Holdings in iShares iBonds Dec 2025 Term Corporate ETF $IBDQ

Lyell Wealth Management LP reduced its position in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 17.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 256,578 shares of the company’s stock after selling 53,644 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $6,463,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. HORAN Wealth LLC acquired a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the third quarter worth approximately $995,000. High Note Wealth LLC acquired a new position in iShares iBonds Dec 2025 Term Corporate ETF in the 3rd quarter valued at $28,000. Cloud Capital Management LLC purchased a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF during the 3rd quarter worth $154,000. Strategic Blueprint LLC boosted its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF by 4.1% during the third quarter. Strategic Blueprint LLC now owns 23,813 shares of the company’s stock worth $600,000 after purchasing an additional 938 shares during the last quarter. Finally, Rebalance LLC grew its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 55.7% in the third quarter. Rebalance LLC now owns 679,446 shares of the company’s stock valued at $17,115,000 after purchasing an additional 243,134 shares during the period.

iShares iBonds Dec 2025 Term Corporate ETF Trading Down 0.1%

iShares iBonds Dec 2025 Term Corporate ETF stock opened at $25.11 on Friday. The stock has a fifty day moving average price of $25.11 and a 200 day moving average price of $25.13. iShares iBonds Dec 2025 Term Corporate ETF has a 52 week low of $25.00 and a 52 week high of $25.20.

iShares iBonds Dec 2025 Term Corporate ETF Profile

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.