Lyell Wealth Management LP raised its stake in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT – Free Report) by 18.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 479,315 shares of the company’s stock after buying an additional 75,950 shares during the period. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $12,201,000 at the end of the most recent quarter.
A number of other institutional investors have also recently made changes to their positions in IBDT. Ameriprise Financial Inc. increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 1.9% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,585,429 shares of the company’s stock worth $40,293,000 after buying an additional 30,001 shares during the last quarter. Captrust Financial Advisors increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 10.5% in the 2nd quarter. Captrust Financial Advisors now owns 504,847 shares of the company’s stock worth $12,833,000 after buying an additional 47,793 shares during the last quarter. Prime Capital Investment Advisors LLC increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 5.4% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 10,541 shares of the company’s stock worth $269,000 after buying an additional 541 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 14,318.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 194,651 shares of the company’s stock worth $4,968,000 after buying an additional 193,301 shares during the last quarter. Finally, Heartland Bank & Trust Co increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 23.6% in the 3rd quarter. Heartland Bank & Trust Co now owns 168,892 shares of the company’s stock worth $4,310,000 after buying an additional 32,272 shares during the last quarter.
iShares iBonds Dec 2028 Term Corporate ETF Price Performance
Shares of NYSEARCA:IBDT opened at $25.22 on Friday. The company’s fifty day moving average price is $25.26 and its 200-day moving average price is $25.38. iShares iBonds Dec 2028 Term Corporate ETF has a one year low of $25.14 and a one year high of $25.74.
iShares iBonds Dec 2028 Term Corporate ETF Profile
The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.
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