iShares iBonds Dec 2027 Term Corporate ETF $IBDS Shares Acquired by RVW Wealth LLC

RVW Wealth LLC boosted its position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 4.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,272,324 shares of the company’s stock after buying an additional 54,404 shares during the quarter. iShares iBonds Dec 2027 Term Corporate ETF makes up about 2.0% of RVW Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. RVW Wealth LLC owned approximately 0.81% of iShares iBonds Dec 2027 Term Corporate ETF worth $30,816,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of IBDS. Ameriprise Financial Inc. lifted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 7.0% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,606,673 shares of the company’s stock worth $39,104,000 after buying an additional 104,787 shares during the last quarter. Captrust Financial Advisors grew its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 51.0% in the 4th quarter. Captrust Financial Advisors now owns 1,360,874 shares of the company’s stock worth $33,042,000 after acquiring an additional 459,738 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 14.1% in the 4th quarter. NewEdge Advisors LLC now owns 723,911 shares of the company’s stock valued at $17,577,000 after acquiring an additional 89,572 shares during the last quarter. Spinnaker Trust increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 16.0% in the 1st quarter. Spinnaker Trust now owns 680,902 shares of the company’s stock valued at $16,505,000 after acquiring an additional 93,956 shares during the last quarter. Finally, Arrow Financial Corp raised its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 3.5% during the 4th quarter. Arrow Financial Corp now owns 576,590 shares of the company’s stock valued at $14,000,000 after acquiring an additional 19,657 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

Shares of IBDS opened at $24.14 on Friday. The business’s fifty day moving average price is $24.17 and its 200 day moving average price is $24.22. iShares iBonds Dec 2027 Term Corporate ETF has a 12-month low of $24.12 and a 12-month high of $24.38.

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.