Peloton Wealth Strategists Grows Stock Holdings in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Peloton Wealth Strategists grew its holdings in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 22.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 246,350 shares of the company’s stock after purchasing an additional 45,000 shares during the quarter. iShares iBonds Dec 2031 Term Corporate ETF comprises approximately 2.0% of Peloton Wealth Strategists’ portfolio, making the stock its 15th largest holding. Peloton Wealth Strategists’ holdings in iShares iBonds Dec 2031 Term Corporate ETF were worth $5,210,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Bogart Wealth LLC lifted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 19.9% in the 4th quarter. Bogart Wealth LLC now owns 6,291 shares of the company’s stock worth $133,000 after purchasing an additional 1,043 shares in the last quarter. Integrated Wealth Concepts LLC lifted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 3.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 31,750 shares of the company’s stock worth $674,000 after purchasing an additional 1,184 shares in the last quarter. Farther Finance Advisors LLC lifted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 7.1% in the 4th quarter. Farther Finance Advisors LLC now owns 17,923 shares of the company’s stock worth $379,000 after purchasing an additional 1,188 shares in the last quarter. Gradient Capital Advisors LLC lifted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 3.6% in the 4th quarter. Gradient Capital Advisors LLC now owns 40,801 shares of the company’s stock worth $863,000 after purchasing an additional 1,413 shares in the last quarter. Finally, 10Elms LLP lifted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 8.8% in the 4th quarter. 10Elms LLP now owns 22,200 shares of the company’s stock worth $470,000 after purchasing an additional 1,800 shares in the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Price Performance

IBDW opened at $20.83 on Wednesday. The company’s 50 day simple moving average is $20.87 and its two-hundred day simple moving average is $21.04. iShares iBonds Dec 2031 Term Corporate ETF has a 1-year low of $20.64 and a 1-year high of $21.78.

iShares iBonds Dec 2031 Term Corporate ETF Company Profile

The iShares iBonds Dec 2031 Term Corporate ETF (IBDW) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2031 and December 15, 2031. IBDW was launched on Jun 22, 2021 and is managed by BlackRock.