iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC raised its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 116.8% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 48,515 shares of the company’s stock after buying an additional 26,133 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $1,176,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Klaas Financial Asset Advisors LLC boosted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 559.5% in the fourth quarter. Klaas Financial Asset Advisors LLC now owns 75,039 shares of the company’s stock worth $1,822,000 after buying an additional 63,660 shares during the last quarter. ADG Wealth Management Group LLC purchased a new position in iShares iBonds Dec 2027 Term Corporate ETF during the fourth quarter valued at approximately $576,000. Roble Belko & Company Inc raised its position in iShares iBonds Dec 2027 Term Corporate ETF by 297.0% during the first quarter. Roble Belko & Company Inc now owns 83,371 shares of the company’s stock valued at $2,021,000 after acquiring an additional 62,370 shares in the last quarter. Rebalance LLC lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 10.1% in the fourth quarter. Rebalance LLC now owns 772,355 shares of the company’s stock valued at $18,753,000 after acquiring an additional 71,100 shares during the period. Finally, Lyell Wealth Management LP lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 17.5% in the fourth quarter. Lyell Wealth Management LP now owns 521,963 shares of the company’s stock valued at $12,673,000 after acquiring an additional 77,683 shares during the period.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

iShares iBonds Dec 2027 Term Corporate ETF stock opened at $24.14 on Friday. iShares iBonds Dec 2027 Term Corporate ETF has a 12 month low of $24.11 and a 12 month high of $24.38. The stock’s 50 day simple moving average is $24.18 and its two-hundred day simple moving average is $24.23.

iShares iBonds Dec 2027 Term Corporate ETF Profile

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.