Captrust Financial Advisors Has $9.87 Million Stock Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Captrust Financial Advisors grew its position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 32.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 396,325 shares of the company’s stock after purchasing an additional 96,834 shares during the period. Captrust Financial Advisors owned about 0.54% of iShares iBonds Dec 2028 Term Corporate ETF worth $9,868,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IBDT. Bank of New Hampshire increased its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 6.9% in the fourth quarter. Bank of New Hampshire now owns 12,200 shares of the company’s stock worth $304,000 after buying an additional 785 shares during the last quarter. Bank of Jackson Hole Trust acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter worth $42,000. First United Bank & Trust acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter worth $48,000. Baker Boyer National Bank raised its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 8.4% during the 4th quarter. Baker Boyer National Bank now owns 26,048 shares of the company’s stock valued at $649,000 after purchasing an additional 2,012 shares in the last quarter. Finally, Ancora Advisors LLC lifted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 14.9% in the 4th quarter. Ancora Advisors LLC now owns 16,131 shares of the company’s stock valued at $402,000 after purchasing an additional 2,090 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Price Performance

iShares iBonds Dec 2028 Term Corporate ETF stock opened at $25.21 on Thursday. The company’s fifty day moving average price is $25.15 and its two-hundred day moving average price is $25.07. iShares iBonds Dec 2028 Term Corporate ETF has a one year low of $24.55 and a one year high of $25.77.

iShares iBonds Dec 2028 Term Corporate ETF Company 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.