103,007 iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Bought by Lyell Wealth Management LP

Lyell Wealth Management LP lifted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 17.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 695,820 shares of the company’s stock after purchasing an additional 103,007 shares during the period. iShares iBonds Dec 2027 Term Corporate ETF accounts for about 1.0% of Lyell Wealth Management LP’s portfolio, making the stock its 28th biggest position. Lyell Wealth Management LP owned 0.42% of iShares iBonds Dec 2027 Term Corporate ETF worth $16,783,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IBDS. Evergreen Private Wealth LLC increased its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 1.9% in the third quarter. Evergreen Private Wealth LLC now owns 159,881 shares of the company’s stock worth $3,856,000 after purchasing an additional 3,058 shares in the last quarter. Peck Wealth Management LLC acquired a new position in iShares iBonds Dec 2027 Term Corporate ETF in the third quarter valued at approximately $463,000. BOKF NA bought a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 3rd quarter worth approximately $65,000. Rebalance LLC boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 1.0% during the 3rd quarter. Rebalance LLC now owns 721,187 shares of the company’s stock worth $17,395,000 after buying an additional 6,897 shares in the last quarter. Finally, Pinnacle Bancorp Inc. boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 91.4% during the 3rd quarter. Pinnacle Bancorp Inc. now owns 6,077 shares of the company’s stock worth $147,000 after buying an additional 2,902 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

Shares of IBDS stock opened at $24.07 on Wednesday. iShares iBonds Dec 2027 Term Corporate ETF has a 52 week low of $23.97 and a 52 week high of $24.37. The firm has a 50 day moving average of $24.12 and a 200-day moving average of $24.19.

iShares iBonds Dec 2027 Term Corporate ETF Company Profile

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.