Lyell Wealth Management LP Has $8.21 Million Position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR)

Lyell Wealth Management LP raised its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 341,272 shares of the company’s stock after buying an additional 15,447 shares during the quarter. Lyell Wealth Management LP owned 0.31% of iShares iBonds Dec 2026 Term Corporate ETF worth $8,214,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. RVW Wealth LLC raised its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 9.0% during the fourth quarter. RVW Wealth LLC now owns 959,586 shares of the company’s stock worth $23,097,000 after acquiring an additional 79,163 shares during the last quarter. Captrust Financial Advisors lifted its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 15.7% during the third quarter. Captrust Financial Advisors now owns 692,020 shares of the company’s stock worth $16,816,000 after acquiring an additional 93,661 shares during the period. Confluence Investment Management LLC lifted its holdings in iShares iBonds Dec 2026 Term Corporate ETF by 1.6% during the fourth quarter. Confluence Investment Management LLC now owns 671,822 shares of the company’s stock worth $16,171,000 after acquiring an additional 10,684 shares during the period. Buffington Mohr McNeal raised its stake in shares of iShares iBonds Dec 2026 Term Corporate ETF by 2.1% in the fourth quarter. Buffington Mohr McNeal now owns 596,615 shares of the company’s stock valued at $14,361,000 after buying an additional 12,032 shares during the period. Finally, Arrow Financial Corp grew its position in shares of iShares iBonds Dec 2026 Term Corporate ETF by 1.7% in the third quarter. Arrow Financial Corp now owns 563,133 shares of the company’s stock valued at $13,684,000 after purchasing an additional 9,274 shares in the last quarter.

iShares iBonds Dec 2026 Term Corporate ETF Stock Performance

iShares iBonds Dec 2026 Term Corporate ETF stock opened at $24.13 on Wednesday. iShares iBonds Dec 2026 Term Corporate ETF has a 52 week low of $23.61 and a 52 week high of $24.68. The business has a 50-day simple moving average of $24.09 and a 200 day simple moving average of $24.12.

About iShares iBonds Dec 2026 Term Corporate ETF

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.