Barrett & Company Inc. Grows Stock Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Barrett & Company Inc. lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 92.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 10,248 shares of the company’s stock after acquiring an additional 4,935 shares during the period. Barrett & Company Inc.’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $255,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of IBDT. RVW Wealth LLC lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 7.8% during the fourth quarter. RVW Wealth LLC now owns 869,496 shares of the company’s stock worth $21,650,000 after purchasing an additional 62,756 shares during the period. Arrow Financial Corp lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 2.1% during the third quarter. Arrow Financial Corp now owns 542,320 shares of the company’s stock worth $13,845,000 after purchasing an additional 10,972 shares during the period. Lyell Wealth Management LP lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 17.7% during the third quarter. Lyell Wealth Management LP now owns 308,104 shares of the company’s stock worth $7,866,000 after purchasing an additional 46,353 shares during the period. Captrust Financial Advisors lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 9.0% during the third quarter. Captrust Financial Advisors now owns 299,491 shares of the company’s stock worth $7,646,000 after purchasing an additional 24,852 shares during the period. Finally, Peloton Wealth Strategists lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 8.3% during the third quarter. Peloton Wealth Strategists now owns 291,975 shares of the company’s stock worth $7,454,000 after purchasing an additional 22,475 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Stock Down 0.0 %

iShares iBonds Dec 2028 Term Corporate ETF stock opened at $25.02 on Friday. iShares iBonds Dec 2028 Term Corporate ETF has a 52 week low of $24.36 and a 52 week high of $25.77. The stock has a 50-day moving average price of $24.98 and a 200 day moving average price of $25.15.

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.