iShares iBonds Dec 2031 Term Corporate ETF $IBDW Stock Holdings Lifted by Lyell Wealth Management LP

Lyell Wealth Management LP lifted its holdings in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 16.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 332,277 shares of the company’s stock after buying an additional 46,181 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2031 Term Corporate ETF were worth $7,028,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Praetorian Wealth Management Inc. lifted its position in iShares iBonds Dec 2031 Term Corporate ETF by 18.3% in the 4th quarter. Praetorian Wealth Management Inc. now owns 269,037 shares of the company’s stock valued at $5,690,000 after purchasing an additional 41,686 shares during the last quarter. Belpointe Asset Management LLC lifted its position in iShares iBonds Dec 2031 Term Corporate ETF by 104.9% in the 4th quarter. Belpointe Asset Management LLC now owns 79,243 shares of the company’s stock valued at $1,676,000 after purchasing an additional 40,572 shares during the last quarter. Atlantic Union Bankshares Corp lifted its position in iShares iBonds Dec 2031 Term Corporate ETF by 34.8% in the 4th quarter. Atlantic Union Bankshares Corp now owns 387,461 shares of the company’s stock valued at $8,195,000 after purchasing an additional 100,078 shares during the last quarter. Sarver Vrooman Wealth Advisors lifted its position in iShares iBonds Dec 2031 Term Corporate ETF by 6.3% in the 4th quarter. Sarver Vrooman Wealth Advisors now owns 2,316,263 shares of the company’s stock valued at $48,989,000 after purchasing an additional 136,491 shares during the last quarter. Finally, Beese Fulmer Investment Management Inc. bought a new stake in iShares iBonds Dec 2031 Term Corporate ETF in the 4th quarter valued at about $1,685,000.

iShares iBonds Dec 2031 Term Corporate ETF Trading Up 0.4%

Shares of NYSEARCA:IBDW opened at $20.81 on Friday. The company’s 50-day moving average price is $20.88 and its 200 day moving average price is $21.05. iShares iBonds Dec 2031 Term Corporate ETF has a fifty-two week low of $20.64 and a fifty-two week high of $21.78.

iShares iBonds Dec 2031 Term Corporate ETF Profile

The iShares iBonds Dec 2031 Term Corporate ETF (IBDW) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2031 and December 15, 2031. IBDW was launched on Jun 22, 2021 and is managed by BlackRock.