Lyell Wealth Management LP Trims Holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Lyell Wealth Management LP decreased its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ) by 0.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 310,033 shares of the company’s stock after selling 475 shares during the quarter. Lyell Wealth Management LP’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $7,707,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Investment Advisory LLC increased its stake in iShares iBonds Dec 2025 Term Corporate ETF by 10.5% during the first quarter. Harbor Investment Advisory LLC now owns 44,818 shares of the company’s stock worth $1,112,000 after acquiring an additional 4,248 shares during the last quarter. Godshalk Welsh Capital Management Inc. acquired a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the fourth quarter worth $360,000. Waterloo Capital L.P. acquired a new stake in iShares iBonds Dec 2025 Term Corporate ETF during the fourth quarter worth $760,000. Captrust Financial Advisors increased its stake in iShares iBonds Dec 2025 Term Corporate ETF by 15.0% during the first quarter. Captrust Financial Advisors now owns 823,299 shares of the company’s stock worth $20,426,000 after acquiring an additional 107,327 shares during the last quarter. Finally, Cambridge Investment Research Advisors Inc. grew its stake in shares of iShares iBonds Dec 2025 Term Corporate ETF by 11.6% in the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 122,867 shares of the company’s stock valued at $3,042,000 after buying an additional 12,739 shares in the last quarter.

iShares iBonds Dec 2025 Term Corporate ETF Stock Up 0.1 %

Shares of NYSEARCA IBDQ opened at $25.05 on Friday. iShares iBonds Dec 2025 Term Corporate ETF has a twelve month low of $24.27 and a twelve month high of $25.05. The stock has a fifty day simple moving average of $24.94 and a 200-day simple moving average of $24.83.

iShares iBonds Dec 2025 Term Corporate ETF Company Profile

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.