Beese Fulmer Investment Management Inc. Increases Position in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Beese Fulmer Investment Management Inc. lifted its holdings in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 146.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 109,615 shares of the company’s stock after purchasing an additional 65,126 shares during the quarter. Beese Fulmer Investment Management Inc.’s holdings in iShares iBonds Dec 2030 Term Corporate ETF were worth $2,419,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of IBDV. Atlantic Union Bankshares Corp boosted its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 37.1% in the 4th quarter. Atlantic Union Bankshares Corp now owns 362,828 shares of the company’s stock worth $8,008,000 after buying an additional 98,125 shares during the last quarter. Valley Wealth Managers Inc. boosted its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 240.4% in the 4th quarter. Valley Wealth Managers Inc. now owns 4,531 shares of the company’s stock worth $100,000 after buying an additional 3,200 shares during the last quarter. Oak Family Advisors LLC boosted its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 73.6% in the 4th quarter. Oak Family Advisors LLC now owns 17,203 shares of the company’s stock worth $380,000 after buying an additional 7,294 shares during the last quarter. BOKF NA acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the 4th quarter worth about $68,000. Finally, Heartland Bank & Trust Co acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the 4th quarter worth about $273,000.

iShares iBonds Dec 2030 Term Corporate ETF Trading Down 0.3%

IBDV stock opened at $21.71 on Friday. iShares iBonds Dec 2030 Term Corporate ETF has a 12-month low of $21.48 and a 12-month high of $22.41. The business’s 50-day moving average is $21.88 and its 200 day moving average is $22.03.

About iShares iBonds Dec 2030 Term Corporate ETF

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.