iShares iBonds Dec 2031 Term Corporate ETF $IBDW is Sarver Vrooman Wealth Advisors’ 2nd Largest Position

Sarver Vrooman Wealth Advisors raised its position in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 1.2% in the second quarter, Holdings Channel reports. The institutional investor owned 2,220,499 shares of the company’s stock after purchasing an additional 26,318 shares during the period. iShares iBonds Dec 2031 Term Corporate ETF accounts for about 27.5% of Sarver Vrooman Wealth Advisors’ portfolio, making the stock its 2nd largest position. Sarver Vrooman Wealth Advisors’ holdings in iShares iBonds Dec 2031 Term Corporate ETF were worth $46,109,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of IBDW. Belpointe Asset Management LLC raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF by 104.9% during the 4th quarter. Belpointe Asset Management LLC now owns 79,243 shares of the company’s stock worth $1,676,000 after buying an additional 40,572 shares during the period. Atlantic Union Bankshares Corp grew its stake in iShares iBonds Dec 2031 Term Corporate ETF by 34.8% in the 4th quarter. Atlantic Union Bankshares Corp now owns 387,461 shares of the company’s stock valued at $8,195,000 after acquiring an additional 100,078 shares during the period. Lyell Wealth Management LP grew its stake in iShares iBonds Dec 2031 Term Corporate ETF by 16.1% in the 4th quarter. Lyell Wealth Management LP now owns 332,277 shares of the company’s stock valued at $7,028,000 after acquiring an additional 46,181 shares during the period. Roble Belko & Company Inc increased its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 169.3% in the 1st quarter. Roble Belko & Company Inc now owns 56,531 shares of the company’s stock worth $1,183,000 after acquiring an additional 35,539 shares in the last quarter. Finally, Janney Montgomery Scott LLC increased its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 7.2% in the 1st quarter. Janney Montgomery Scott LLC now owns 478,622 shares of the company’s stock worth $10,018,000 after acquiring an additional 32,344 shares in the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Stock Down 0.2%

IBDW opened at $20.58 on Tuesday. The firm’s fifty day simple moving average is $20.74 and its two-hundred day simple moving average is $20.93. iShares iBonds Dec 2031 Term Corporate ETF has a 52-week low of $20.55 and a 52-week high of $21.78.

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.