Valeo Financial Advisors LLC Purchases Shares of 127,040 iShares iBonds Dec 2027 Term Corporate ETF $IBDS

Valeo Financial Advisors LLC purchased a new position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 127,040 shares of the company’s stock, valued at approximately $3,083,000. Valeo Financial Advisors LLC owned 0.10% of iShares iBonds Dec 2027 Term Corporate ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Atlantic Union Bankshares Corp purchased a new position in iShares iBonds Dec 2027 Term Corporate ETF during the second quarter worth about $6,172,000. Ameriprise Financial Inc. boosted its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 18.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,501,886 shares of the company’s stock valued at $36,442,000 after acquiring an additional 236,150 shares during the last quarter. Lbmc Investment Advisors LLC boosted its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 58.7% during the 2nd quarter. Lbmc Investment Advisors LLC now owns 195,185 shares of the company’s stock valued at $4,737,000 after acquiring an additional 72,232 shares during the last quarter. Captrust Financial Advisors grew its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 8.7% during the second quarter. Captrust Financial Advisors now owns 767,151 shares of the company’s stock worth $18,619,000 after purchasing an additional 61,365 shares in the last quarter. Finally, Integrated Wealth Concepts LLC increased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 44.1% in the first quarter. Integrated Wealth Concepts LLC now owns 179,958 shares of the company’s stock worth $4,351,000 after purchasing an additional 55,060 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Up 0.0%

Shares of IBDS opened at $24.30 on Tuesday. iShares iBonds Dec 2027 Term Corporate ETF has a 1-year low of $23.86 and a 1-year high of $24.52. The firm’s 50 day simple moving average is $24.30 and its 200 day simple moving average is $24.26.

iShares iBonds Dec 2027 Term Corporate ETF Company Profile

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.