44,710 Shares in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Bought by Centricity Wealth Management LLC

Centricity Wealth Management LLC acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 44,710 shares of the company’s stock, valued at approximately $955,000. iShares iBonds Dec 2030 Term Corporate ETF makes up approximately 0.9% of Centricity Wealth Management LLC’s holdings, making the stock its 21st largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IBDV. Bank of Jackson Hole Trust purchased a new stake in shares of iShares iBonds Dec 2030 Term Corporate ETF during the 4th quarter worth about $42,000. First United Bank & Trust acquired a new position in iShares iBonds Dec 2030 Term Corporate ETF in the 4th quarter worth about $47,000. Farther Finance Advisors LLC boosted its position in iShares iBonds Dec 2030 Term Corporate ETF by 12,188.6% during the third quarter. Farther Finance Advisors LLC now owns 4,301 shares of the company’s stock worth $95,000 after purchasing an additional 4,266 shares in the last quarter. Bogart Wealth LLC grew its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 15.9% in the third quarter. Bogart Wealth LLC now owns 6,609 shares of the company’s stock valued at $147,000 after purchasing an additional 909 shares during the period. Finally, Spinnaker Trust acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the third quarter valued at approximately $232,000.

iShares iBonds Dec 2030 Term Corporate ETF Trading Up 0.1 %

Shares of NYSEARCA:IBDV opened at $21.49 on Friday. The business’s 50 day moving average price is $21.37 and its 200-day moving average price is $21.67. iShares iBonds Dec 2030 Term Corporate ETF has a 1 year low of $20.77 and a 1 year high of $22.43.

iShares iBonds Dec 2030 Term Corporate ETF Company Profile

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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, 2029. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.