Lyell Wealth Management LP Acquires 36,077 Shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Lyell Wealth Management LP boosted its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 13.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 298,228 shares of the company’s stock after acquiring an additional 36,077 shares during the quarter. Lyell Wealth Management LP owned approximately 0.35% of iShares iBonds Dec 2025 Term Corporate ETF worth $7,384,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Farmers & Merchants Investments Inc. bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF in the third quarter valued at approximately $27,000. Bogart Wealth LLC bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF in the third quarter valued at approximately $62,000. First Horizon Advisors Inc. bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF in the third quarter valued at approximately $79,000. Sutton Wealth Advisors Inc. raised its position in shares of iShares iBonds Dec 2025 Term Corporate ETF by 233.1% in the third quarter. Sutton Wealth Advisors Inc. now owns 3,411 shares of the company’s stock valued at $83,000 after purchasing an additional 2,387 shares during the period. Finally, Anchor Investment Management LLC bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF in the fourth quarter valued at approximately $85,000.

iShares iBonds Dec 2025 Term Corporate ETF Trading Down 0.1 %

Shares of iShares iBonds Dec 2025 Term Corporate ETF stock traded down $0.02 during midday trading on Wednesday, hitting $24.74. The company had a trading volume of 336,759 shares, compared to its average volume of 520,551. The business’s 50 day simple moving average is $24.75 and its two-hundred day simple moving average is $24.65. iShares iBonds Dec 2025 Term Corporate ETF has a 1-year low of $24.23 and a 1-year high of $24.87.

iShares iBonds Dec 2025 Term Corporate ETF Company Profile

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.