iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Shares Bought by Lyell Wealth Management LP

Lyell Wealth Management LP raised its position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 79.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,545 shares of the company’s stock after acquiring an additional 76,350 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2030 Term Corporate ETF were worth $3,734,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IBDV. Bogart Wealth LLC acquired a new position in iShares iBonds Dec 2030 Term Corporate ETF in the 3rd quarter valued at about $60,000. Cambridge Investment Research Advisors Inc. grew its position in shares of iShares iBonds Dec 2030 Term Corporate ETF by 10.9% during the third quarter. Cambridge Investment Research Advisors Inc. now owns 12,940 shares of the company’s stock worth $264,000 after buying an additional 1,276 shares in the last quarter. Gradient Capital Advisors LLC acquired a new position in shares of iShares iBonds Dec 2030 Term Corporate ETF during the fourth quarter worth about $338,000. Dorsey & Whitney Trust CO LLC grew its position in shares of iShares iBonds Dec 2030 Term Corporate ETF by 160.0% during the third quarter. Dorsey & Whitney Trust CO LLC now owns 26,000 shares of the company’s stock worth $530,000 after buying an additional 16,000 shares in the last quarter. Finally, Roble Belko & Company Inc grew its position in shares of iShares iBonds Dec 2030 Term Corporate ETF by 250.3% during the third quarter. Roble Belko & Company Inc now owns 34,007 shares of the company’s stock worth $693,000 after buying an additional 24,300 shares in the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Stock Performance

Shares of iShares iBonds Dec 2030 Term Corporate ETF stock traded down $0.05 on Wednesday, reaching $20.90. 141,941 shares of the company were exchanged, compared to its average volume of 250,308. iShares iBonds Dec 2030 Term Corporate ETF has a 1-year low of $19.82 and a 1-year high of $22.33. The stock’s 50 day moving average price is $21.20 and its 200-day moving average price is $21.07.

About iShares iBonds Dec 2030 Term Corporate ETF

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.