Lyell Wealth Management LP Buys 80,761 Shares of iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Lyell Wealth Management LP increased its stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 21.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 452,987 shares of the company’s stock after buying an additional 80,761 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2030 Term Corporate ETF were worth $9,997,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Gradient Capital Advisors LLC lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 1.9% during the fourth quarter. Gradient Capital Advisors LLC now owns 29,999 shares of the company’s stock valued at $662,000 after purchasing an additional 564 shares during the last quarter. Bogart Wealth LLC lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 11.1% during the fourth quarter. Bogart Wealth LLC now owns 6,802 shares of the company’s stock valued at $150,000 after purchasing an additional 678 shares during the last quarter. Reliant Wealth Planning lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 5.2% during the third quarter. Reliant Wealth Planning now owns 16,557 shares of the company’s stock valued at $367,000 after purchasing an additional 818 shares during the last quarter. High Note Wealth LLC purchased a new position in shares of iShares iBonds Dec 2030 Term Corporate ETF during the fourth quarter valued at approximately $25,000. Finally, Cary Street Partners Financial LLC lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 8.2% during the third quarter. Cary Street Partners Financial LLC now owns 20,954 shares of the company’s stock valued at $464,000 after purchasing an additional 1,587 shares during the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Trading Up 0.4%

IBDV stock opened at $21.76 on Friday. The firm has a 50 day moving average price of $21.83 and a 200-day moving average price of $21.98. iShares iBonds Dec 2030 Term Corporate ETF has a 52-week low of $21.63 and a 52-week high of $22.41.

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.