Lyell Wealth Management LP Buys 47,916 Shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Lyell Wealth Management LP lifted its stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 28.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 216,270 shares of the company’s stock after purchasing an additional 47,916 shares during the period. Lyell Wealth Management LP owned 0.36% of iShares iBonds Dec 2027 Term Corporate ETF worth $5,175,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in IBDS. Avior Wealth Management LLC bought a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF in the 3rd quarter worth $291,000. Bank of New York Mellon Corp lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 82.7% during the third quarter. Bank of New York Mellon Corp now owns 191,851 shares of the company’s stock worth $4,439,000 after acquiring an additional 86,862 shares in the last quarter. First Horizon Advisors Inc. bought a new position in iShares iBonds Dec 2027 Term Corporate ETF during the third quarter worth about $101,000. Archford Capital Strategies LLC lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 6.8% during the third quarter. Archford Capital Strategies LLC now owns 69,712 shares of the company’s stock worth $1,613,000 after acquiring an additional 4,413 shares in the last quarter. Finally, Sandy Spring Bank lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 2.3% during the third quarter. Sandy Spring Bank now owns 230,750 shares of the company’s stock worth $5,340,000 after acquiring an additional 5,254 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

IBDS stock traded down $0.02 during midday trading on Wednesday, hitting $23.56. 213,954 shares of the company’s stock were exchanged, compared to its average volume of 436,758. The stock’s fifty day moving average price is $23.69 and its 200-day moving average price is $23.59. iShares iBonds Dec 2027 Term Corporate ETF has a one year low of $22.80 and a one year high of $24.06.

iShares iBonds Dec 2027 Term Corporate ETF 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.