Lyell Wealth Management LP Has $10.29 Million Position in iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Lyell Wealth Management LP boosted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 7.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 403,365 shares of the company’s stock after acquiring an additional 29,512 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $10,294,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Confluence Investment Management LLC acquired a new stake in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 3rd quarter worth $10,198,000. Atlantic Union Bankshares Corp acquired a new position in iShares iBonds Dec 2028 Term Corporate ETF in the second quarter valued at about $6,047,000. Rebalance LLC lifted its position in iShares iBonds Dec 2028 Term Corporate ETF by 133.1% during the third quarter. Rebalance LLC now owns 393,956 shares of the company’s stock worth $10,054,000 after purchasing an additional 224,974 shares during the period. Flow Traders U.S. LLC acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the second quarter worth about $4,516,000. Finally, Sonata Capital Group Inc. grew its stake in iShares iBonds Dec 2028 Term Corporate ETF by 76.5% during the second quarter. Sonata Capital Group Inc. now owns 157,719 shares of the company’s stock worth $4,009,000 after buying an additional 68,374 shares in the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

Shares of NYSEARCA:IBDT opened at $25.53 on Friday. The firm has a 50 day moving average of $25.47 and a 200-day moving average of $25.47. iShares iBonds Dec 2028 Term Corporate ETF has a 12 month low of $24.81 and a 12 month high of $25.76.

About iShares iBonds Dec 2028 Term Corporate ETF

The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.