Bogart Wealth LLC Acquires 2,309 Shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Bogart Wealth LLC boosted its holdings in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 86.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,965 shares of the company’s stock after acquiring an additional 2,309 shares during the quarter. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $119,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in IBDS. Spinnaker Trust grew its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 354.5% in the 4th quarter. Spinnaker Trust now owns 123,132 shares of the company’s stock valued at $2,947,000 after purchasing an additional 96,041 shares during the period. Bank of New York Mellon Corp lifted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 82.7% during the third quarter. Bank of New York Mellon Corp now owns 191,851 shares of the company’s stock valued at $4,439,000 after acquiring an additional 86,862 shares during the period. Cary Street Partners Investment Advisory LLC acquired a new stake in shares of iShares iBonds Dec 2027 Term Corporate ETF in the 3rd quarter valued at $1,188,000. Lyell Wealth Management LP grew its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 28.5% in the 4th quarter. Lyell Wealth Management LP now owns 216,270 shares of the company’s stock worth $5,175,000 after purchasing an additional 47,916 shares during the last quarter. Finally, Prime Capital Investment Advisors LLC acquired a new stake in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 4th quarter worth about $1,096,000.

iShares iBonds Dec 2027 Term Corporate ETF Trading Up 0.0 %

IBDS stock traded up $0.01 during trading on Wednesday, hitting $23.65. 265,630 shares of the stock traded hands, compared to its average volume of 421,582. iShares iBonds Dec 2027 Term Corporate ETF has a one year low of $22.80 and a one year high of $24.06. The company has a 50 day simple moving average of $23.66 and a 200 day simple moving average of $23.64.

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.