iShares iBonds Dec 2030 Term Corporate ETF $IBDV Shares Bought by Peloton Wealth Strategists

Peloton Wealth Strategists increased its position in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 21.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 359,850 shares of the company’s stock after buying an additional 63,600 shares during the quarter. iShares iBonds Dec 2030 Term Corporate ETF comprises about 3.1% of Peloton Wealth Strategists’ portfolio, making the stock its 7th biggest position. Peloton Wealth Strategists’ holdings in iShares iBonds Dec 2030 Term Corporate ETF were worth $7,942,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Crews Bank & Trust increased its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 50.8% during the fourth quarter. Crews Bank & Trust now owns 76,460 shares of the company’s stock valued at $1,687,000 after acquiring an additional 25,745 shares in the last quarter. RVW Wealth LLC acquired a new position in shares of iShares iBonds Dec 2030 Term Corporate ETF during the fourth quarter worth approximately $24,567,000. FourThought Financial Partners LLC lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 90.3% in the 4th quarter. FourThought Financial Partners LLC now owns 93,926 shares of the company’s stock worth $2,073,000 after purchasing an additional 44,561 shares in the last quarter. Beese Fulmer Investment Management Inc. lifted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 146.4% in the 4th quarter. Beese Fulmer Investment Management Inc. now owns 109,615 shares of the company’s stock worth $2,419,000 after purchasing an additional 65,126 shares in the last quarter. Finally, First Fiduciary Investment Counsel Inc. acquired a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the 4th quarter valued at $1,139,000.

iShares iBonds Dec 2030 Term Corporate ETF Stock Performance

Shares of IBDV stock opened at $21.78 on Wednesday. The firm has a fifty day simple moving average of $21.82 and a two-hundred day simple moving average of $21.97. iShares iBonds Dec 2030 Term Corporate ETF has a 12 month low of $21.63 and a 12 month high of $22.41.

iShares iBonds Dec 2030 Term Corporate ETF Profile

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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, 2029. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.