Spinnaker Trust Has $7.44 Million Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Spinnaker Trust grew its position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 75.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 298,655 shares of the company’s stock after buying an additional 128,421 shares during the quarter. Spinnaker Trust’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $7,437,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in IBDT. Crews Bank & Trust acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF in the 4th quarter valued at approximately $2,964,000. Sonata Capital Group Inc. increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 388.0% during the 4th quarter. Sonata Capital Group Inc. now owns 90,557 shares of the company’s stock worth $2,255,000 after purchasing an additional 72,000 shares in the last quarter. RVW Wealth LLC increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 7.8% during the 4th quarter. RVW Wealth LLC now owns 869,496 shares of the company’s stock worth $21,650,000 after purchasing an additional 62,756 shares in the last quarter. Lbmc Investment Advisors LLC increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 449.9% during the 4th quarter. Lbmc Investment Advisors LLC now owns 64,367 shares of the company’s stock worth $1,603,000 after purchasing an additional 52,662 shares in the last quarter. Finally, Lyell Wealth Management LP increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 17.7% during the 3rd quarter. Lyell Wealth Management LP now owns 308,104 shares of the company’s stock worth $7,866,000 after purchasing an additional 46,353 shares in the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Trading Up 0.2 %

IBDT stock opened at $25.03 on Friday. The company has a 50 day simple moving average of $24.96 and a 200 day simple moving average of $25.15. iShares iBonds Dec 2028 Term Corporate ETF has a 1 year low of $24.36 and a 1 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.