Beese Fulmer Investment Management Inc. Invests $1.69 Million in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Beese Fulmer Investment Management Inc. purchased a new position in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 79,686 shares of the company’s stock, valued at approximately $1,685,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Bogart Wealth LLC raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 19.9% during the 4th quarter. Bogart Wealth LLC now owns 6,291 shares of the company’s stock worth $133,000 after buying an additional 1,043 shares during the last quarter. Integrated Wealth Concepts LLC raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 3.9% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 31,750 shares of the company’s stock worth $674,000 after buying an additional 1,184 shares during the last quarter. Farther Finance Advisors LLC raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 7.1% during the 4th quarter. Farther Finance Advisors LLC now owns 17,923 shares of the company’s stock worth $379,000 after buying an additional 1,188 shares during the last quarter. Peloton Wealth Strategists raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 1.0% during the 3rd quarter. Peloton Wealth Strategists now owns 201,350 shares of the company’s stock worth $4,273,000 after buying an additional 2,000 shares during the last quarter. Finally, Farmers National Bank raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 7.3% during the 3rd quarter. Farmers National Bank now owns 43,341 shares of the company’s stock worth $920,000 after buying an additional 2,963 shares during the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Price Performance

NYSEARCA:IBDW opened at $20.74 on Monday. iShares iBonds Dec 2031 Term Corporate ETF has a 52-week low of $20.51 and a 52-week high of $21.78. The stock has a fifty day simple moving average of $20.94 and a 200-day simple moving average of $21.10.

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.