iShares iBonds Dec 2028 Term Corporate ETF $IBDT Shares Newly Bought by RVW Wealth LLC

RVW Wealth LLC purchased a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,195,531 shares of the company’s stock, valued at approximately $29,840,000. iShares iBonds Dec 2028 Term Corporate ETF comprises approximately 1.9% of RVW Wealth LLC’s investment portfolio, making the stock its 15th biggest holding. RVW Wealth LLC owned approximately 0.72% of iShares iBonds Dec 2028 Term Corporate ETF as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Reliant Wealth Planning increased its stake in iShares iBonds Dec 2028 Term Corporate ETF by 0.9% in the 1st quarter. Reliant Wealth Planning now owns 68,697 shares of the company’s stock valued at $1,740,000 after buying an additional 588 shares during the last quarter. Valley Wealth Managers Inc. grew its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 1.8% in the first quarter. Valley Wealth Managers Inc. now owns 47,794 shares of the company’s stock valued at $1,211,000 after acquiring an additional 841 shares in the last quarter. Farmers National Bank grew its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 2.0% in the fourth quarter. Farmers National Bank now owns 46,872 shares of the company’s stock valued at $1,193,000 after acquiring an additional 937 shares in the last quarter. Montecito Bank & Trust increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 2.5% during the third quarter. Montecito Bank & Trust now owns 56,897 shares of the company’s stock valued at $1,420,000 after acquiring an additional 1,361 shares during the last quarter. Finally, Princeton Global Asset Management LLC increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 2.5% during the first quarter. Princeton Global Asset Management LLC now owns 63,200 shares of the company’s stock valued at $1,601,000 after acquiring an additional 1,528 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

iShares iBonds Dec 2028 Term Corporate ETF stock traded up $0.01 during mid-day trading on Tuesday, reaching $24.92. 1,262,191 shares of the company’s stock were exchanged, compared to its average volume of 669,124. The business’s fifty day simple moving average is $25.09 and its 200 day simple moving average is $25.18. iShares iBonds Dec 2028 Term Corporate ETF has a one year low of $24.85 and a one year high of $25.74.

About iShares iBonds Dec 2028 Term Corporate ETF

The iShares iBonds Dec 2028 Term Corporate ETF (IBDT) 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, 2028. IBDT was launched on Sep 18, 2018 and is managed by BlackRock.