iShares iBonds Dec 2035 Term Corporate ETF $IBCA Stock: Lyell Wealth Management LP Boosts Holdings

Lyell Wealth Management LP boosted its holdings in shares of iShares iBonds Dec 2035 Term Corporate ETF (NYSEARCA:IBCA) by 105.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,600 shares of the company’s stock after acquiring an additional 44,450 shares during the quarter. Lyell Wealth Management LP owned 0.47% of iShares iBonds Dec 2035 Term Corporate ETF worth $2,084,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Bogart Wealth LLC raised its stake in shares of iShares iBonds Dec 2035 Term Corporate ETF by 100.5% during the first quarter. Bogart Wealth LLC now owns 1,153 shares of the company’s stock valued at $30,000 after acquiring an additional 578 shares during the last quarter. Ballast Advisors LLC acquired a new position in shares of iShares iBonds Dec 2035 Term Corporate ETF during the first quarter worth $30,000. Arkadios Wealth Advisors acquired a new position in shares of iShares iBonds Dec 2035 Term Corporate ETF during the first quarter worth $256,000. Parallel Advisors LLC grew its stake in shares of iShares iBonds Dec 2035 Term Corporate ETF by 64.4% in the first quarter. Parallel Advisors LLC now owns 29,981 shares of the company’s stock worth $769,000 after purchasing an additional 11,743 shares during the last quarter. Finally, Adirondack Trust Co. bought a new stake in shares of iShares iBonds Dec 2035 Term Corporate ETF in the third quarter worth $2,314,000. 33.75% of the stock is owned by institutional investors.

iShares iBonds Dec 2035 Term Corporate ETF Stock Down 0.1%

Shares of iShares iBonds Dec 2035 Term Corporate ETF stock opened at $24.42 on Wednesday. The stock has a market cap of $457.88 million, a price-to-earnings ratio of 30.53 and a beta of 0.17. iShares iBonds Dec 2035 Term Corporate ETF has a twelve month low of $23.86 and a twelve month high of $26.30. The company’s fifty day moving average is $24.48 and its 200 day moving average is $25.32.

iShares iBonds Dec 2035 Term Corporate ETF Company Profile

IBCA provides access to a diversified portfolio of investment-grade corporate bonds that mature between January 1, 2035, and December 15, 2035. The fund combines the defined maturity and regular income distribution characteristics of a bond with the transparency and tradability of a stock.