iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Bought by Spinnaker Trust

Spinnaker Trust grew its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 12.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 586,946 shares of the company’s stock after acquiring an additional 63,631 shares during the quarter. Spinnaker Trust owned about 0.39% of iShares iBonds Dec 2027 Term Corporate ETF worth $14,251,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of IBDS. Ameriprise Financial Inc. increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 18.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,501,886 shares of the company’s stock worth $36,442,000 after purchasing an additional 236,150 shares in the last quarter. Captrust Financial Advisors increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 17.5% during the 3rd quarter. Captrust Financial Advisors now owns 901,136 shares of the company’s stock worth $21,934,000 after purchasing an additional 133,985 shares in the last quarter. RVW Wealth LLC increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 12.9% during the 4th quarter. RVW Wealth LLC now owns 1,170,581 shares of the company’s stock worth $28,422,000 after purchasing an additional 133,386 shares in the last quarter. Rebalance LLC increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 10.1% during the 4th quarter. Rebalance LLC now owns 772,355 shares of the company’s stock worth $18,753,000 after purchasing an additional 71,100 shares in the last quarter. Finally, Klaas Financial Asset Advisors LLC increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 559.5% during the 4th quarter. Klaas Financial Asset Advisors LLC now owns 75,039 shares of the company’s stock worth $1,822,000 after purchasing an additional 63,660 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

IBDS opened at $24.16 on Tuesday. The firm has a 50 day moving average price of $24.20 and a 200 day moving average price of $24.26. iShares iBonds Dec 2027 Term Corporate ETF has a 1 year low of $24.05 and a 1 year high of $24.38.

About iShares iBonds Dec 2027 Term Corporate ETF

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.