iShares iBonds Dec 2028 Term Corporate ETF $IBDT Shares Purchased by RVW Wealth LLC

RVW Wealth LLC boosted its holdings in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 4.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 1,206,680 shares of the company’s stock after buying an additional 47,454 shares during the period. iShares iBonds Dec 2028 Term Corporate ETF makes up about 2.0% of RVW Wealth LLC’s investment portfolio, making the stock its 14th largest position. RVW Wealth LLC’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $30,469,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IBDT. NewEdge Advisors LLC lifted its position in iShares iBonds Dec 2028 Term Corporate ETF by 277.9% during the fourth quarter. NewEdge Advisors LLC now owns 750,929 shares of the company’s stock valued at $19,115,000 after buying an additional 552,205 shares in the last quarter. Captrust Financial Advisors increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 46.6% in the third quarter. Captrust Financial Advisors now owns 740,071 shares of the company’s stock worth $18,887,000 after acquiring an additional 235,224 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 14,318.6% in the third quarter. JPMorgan Chase & Co. now owns 194,651 shares of the company’s stock worth $4,968,000 after acquiring an additional 193,301 shares in the last quarter. Align Financial LLC purchased a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF in the 4th quarter valued at $3,092,000. Finally, Lyell Wealth Management LP raised its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 18.8% in the 4th quarter. Lyell Wealth Management LP now owns 479,315 shares of the company’s stock valued at $12,201,000 after acquiring an additional 75,950 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

NYSEARCA:IBDT opened at $25.14 on Friday. The firm’s fifty day simple moving average is $25.19 and its 200 day simple moving average is $25.30. iShares iBonds Dec 2028 Term Corporate ETF has a twelve month low of $25.11 and a twelve month high of $25.74.

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.