Lyell Wealth Management LP Purchases 63,388 Shares of iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Lyell Wealth Management LP boosted its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 14.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 498,249 shares of the company’s stock after acquiring an additional 63,388 shares during the period. Lyell Wealth Management LP owned 0.32% of iShares iBonds Dec 2026 Term Corporate ETF worth $12,073,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 4.9% in the 4th quarter. Sarver Vrooman Wealth Advisors now owns 1,854,991 shares of the company’s stock worth $44,946,000 after acquiring an additional 86,608 shares during the last quarter. Captrust Financial Advisors grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 6.5% in the 3rd quarter. Captrust Financial Advisors now owns 1,498,487 shares of the company’s stock worth $36,413,000 after acquiring an additional 91,867 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 6.1% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,456,900 shares of the company’s stock worth $35,402,000 after acquiring an additional 84,190 shares during the last quarter. RVW Wealth LLC grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 16.1% in the 4th quarter. RVW Wealth LLC now owns 1,318,361 shares of the company’s stock worth $31,944,000 after acquiring an additional 182,386 shares during the last quarter. Finally, IFS Advisors LLC grew its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 100.4% in the 4th quarter. IFS Advisors LLC now owns 936,131 shares of the company’s stock worth $22,682,000 after acquiring an additional 468,903 shares during the last quarter.

iShares iBonds Dec 2026 Term Corporate ETF Price Performance

Shares of iShares iBonds Dec 2026 Term Corporate ETF stock opened at $24.19 on Friday. iShares iBonds Dec 2026 Term Corporate ETF has a 12-month low of $24.15 and a 12-month high of $24.32. The company’s fifty day simple moving average is $24.21 and its two-hundred day simple moving average is $24.22.

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.