iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) is Centricity Wealth Management LLC’s 4th Largest Position

Centricity Wealth Management LLC lifted its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 3.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 187,115 shares of the company’s stock after buying an additional 5,533 shares during the quarter. iShares iBonds Dec 2028 Term Corporate ETF makes up about 4.3% of Centricity Wealth Management LLC’s holdings, making the stock its 4th largest position. Centricity Wealth Management LLC owned about 0.17% of iShares iBonds Dec 2028 Term Corporate ETF worth $4,727,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Parallel Advisors LLC grew its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 24.0% during the 4th quarter. Parallel Advisors LLC now owns 236,278 shares of the company’s stock valued at $5,883,000 after buying an additional 45,795 shares during the last quarter. Godshalk Welsh Capital Management Inc. lifted its position in shares of iShares iBonds Dec 2028 Term Corporate ETF by 378.2% in the fourth quarter. Godshalk Welsh Capital Management Inc. now owns 41,600 shares of the company’s stock valued at $1,036,000 after acquiring an additional 32,900 shares in the last quarter. Rebalance LLC acquired a new stake in shares of iShares iBonds Dec 2028 Term Corporate ETF during the fourth quarter valued at $3,468,000. Baird Financial Group Inc. boosted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 9.9% during the fourth quarter. Baird Financial Group Inc. now owns 24,191 shares of the company’s stock valued at $602,000 after acquiring an additional 2,180 shares during the last quarter. Finally, First Horizon Advisors Inc. increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 178.4% during the 4th quarter. First Horizon Advisors Inc. now owns 8,040 shares of the company’s stock worth $200,000 after purchasing an additional 5,152 shares in the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Price Performance

Shares of IBDT stock opened at $25.14 on Monday. The firm has a 50-day moving average price of $25.17 and a 200 day moving average price of $25.09. iShares iBonds Dec 2028 Term Corporate ETF has a twelve month low of $24.60 and a twelve month high of $25.77.

iShares iBonds Dec 2028 Term Corporate ETF Profile

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.