iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) Shares Bought by Centricity Wealth Management LLC

Centricity Wealth Management LLC grew its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 10.3% during the 1st quarter, HoldingsChannel reports. The fund owned 181,654 shares of the company’s stock after acquiring an additional 16,910 shares during the period. iShares iBonds Dec 2027 Term Corporate ETF accounts for 4.0% of Centricity Wealth Management LLC’s holdings, making the stock its 5th biggest position. Centricity Wealth Management LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $4,392,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Jones Financial Companies Lllp boosted its position in iShares iBonds Dec 2027 Term Corporate ETF by 147.5% during the fourth quarter. Jones Financial Companies Lllp now owns 21,618 shares of the company’s stock valued at $518,000 after purchasing an additional 12,882 shares during the last quarter. Bank of New York Mellon Corp increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 19.1% in the 4th quarter. Bank of New York Mellon Corp now owns 31,017 shares of the company’s stock worth $743,000 after purchasing an additional 4,979 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 12.0% during the 4th quarter. JPMorgan Chase & Co. now owns 99,439 shares of the company’s stock worth $2,383,000 after purchasing an additional 10,632 shares in the last quarter. Peloton Wealth Strategists lifted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 6.2% during the 4th quarter. Peloton Wealth Strategists now owns 310,130 shares of the company’s stock valued at $7,431,000 after buying an additional 18,000 shares during the last quarter. Finally, Sandy Spring Bank lifted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 0.7% during the 4th quarter. Sandy Spring Bank now owns 238,974 shares of the company’s stock valued at $5,726,000 after buying an additional 1,627 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

Shares of NYSEARCA IBDS opened at $24.09 on Monday. The business has a 50 day simple moving average of $24.11 and a 200 day simple moving average of $24.06. iShares iBonds Dec 2027 Term Corporate ETF has a 52 week low of $23.61 and a 52 week high of $24.68.

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.