Sonata Capital Group Inc. Takes Position in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Sonata Capital Group Inc. acquired a new stake in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 13,200 shares of the company’s stock, valued at approximately $290,000.

A number of other hedge funds have also made changes to their positions in the stock. Princeton Global Asset Management LLC increased its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 501.2% during the 2nd quarter. Princeton Global Asset Management LLC now owns 4,840 shares of the company’s stock valued at $106,000 after acquiring an additional 4,035 shares during the last quarter. Lyell Wealth Management LP grew its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 3.5% in the 2nd quarter. Lyell Wealth Management LP now owns 333,362 shares of the company’s stock valued at $7,327,000 after buying an additional 11,154 shares during the last quarter. Belpointe Asset Management LLC grew its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 76.6% in the 2nd quarter. Belpointe Asset Management LLC now owns 35,814 shares of the company’s stock valued at $787,000 after buying an additional 15,539 shares during the last quarter. Crews Bank & Trust grew its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 25.9% in the 2nd quarter. Crews Bank & Trust now owns 42,045 shares of the company’s stock valued at $924,000 after buying an additional 8,650 shares during the last quarter. Finally, Centricity Wealth Management LLC grew its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 13.2% in the 2nd quarter. Centricity Wealth Management LLC now owns 51,865 shares of the company’s stock valued at $1,140,000 after buying an additional 6,035 shares during the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Stock Down 0.0%

IBDV opened at $22.23 on Thursday. The stock’s 50 day moving average price is $22.13 and its two-hundred day moving average price is $21.87. iShares iBonds Dec 2030 Term Corporate ETF has a 12-month low of $21.09 and a 12-month high of $22.41.

iShares iBonds Dec 2030 Term Corporate ETF 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.