Lyell Wealth Management LP Increases Position in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Lyell Wealth Management LP raised its holdings in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 7.4% during the second quarter, Holdings Channel reports. The institutional investor owned 391,583 shares of the company’s stock after buying an additional 27,066 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2026 Term Corporate ETF were worth $9,496,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Bank of Jackson Hole Trust raised its stake in iShares iBonds Dec 2026 Term Corporate ETF by 73.3% during the 1st quarter. Bank of Jackson Hole Trust now owns 3,042 shares of the company’s stock worth $74,000 after acquiring an additional 1,287 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of iShares iBonds Dec 2026 Term Corporate ETF by 196.7% in the 2nd quarter. Farther Finance Advisors LLC now owns 5,414 shares of the company’s stock valued at $131,000 after purchasing an additional 3,589 shares during the last quarter. Trust Co. of Vermont acquired a new stake in shares of iShares iBonds Dec 2026 Term Corporate ETF in the 1st quarter valued at about $133,000. Cloud Capital Management LLC purchased a new position in iShares iBonds Dec 2026 Term Corporate ETF during the 1st quarter worth approximately $153,000. Finally, J. L. Bainbridge & Co. Inc. acquired a new position in iShares iBonds Dec 2026 Term Corporate ETF during the first quarter worth approximately $224,000.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

Shares of NYSEARCA IBDR opened at $24.26 on Monday. iShares iBonds Dec 2026 Term Corporate ETF has a twelve month low of $23.98 and a twelve month high of $24.45. The stock has a 50 day moving average of $24.24 and a two-hundred day moving average of $24.19.

iShares iBonds Dec 2026 Term Corporate ETF Company Profile

The iShares iBonds Dec 2026 Term Corporate ETF (IBDR) 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 Dec 31, 2025 and Jan 1, 2027. IBDR was launched on Sep 13, 2016 and is managed by BlackRock.