Rebalance LLC Increases Stock Position in iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Rebalance LLC increased its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 133.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 393,956 shares of the company’s stock after buying an additional 224,974 shares during the period. iShares iBonds Dec 2028 Term Corporate ETF comprises approximately 0.6% of Rebalance LLC’s holdings, making the stock its 18th biggest holding. Rebalance LLC owned about 0.31% of iShares iBonds Dec 2028 Term Corporate ETF worth $10,054,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Bank of Jackson Hole Trust boosted its position in iShares iBonds Dec 2028 Term Corporate ETF by 31.9% in the 2nd quarter. Bank of Jackson Hole Trust now owns 3,850 shares of the company’s stock valued at $98,000 after buying an additional 932 shares during the last quarter. MTM Investment Management LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF in the second quarter worth about $126,000. Newman Dignan & Sheerar Inc. acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF in the second quarter worth about $206,000. Sarver Vrooman Wealth Advisors boosted its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 675.5% in the second quarter. Sarver Vrooman Wealth Advisors now owns 8,492 shares of the company’s stock valued at $216,000 after purchasing an additional 7,397 shares during the last quarter. Finally, Mosaic Family Wealth Partners LLC acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the 2nd quarter valued at approximately $273,000.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

IBDT stock opened at $25.43 on Friday. The stock’s 50 day moving average is $25.47 and its two-hundred day moving average is $25.43. iShares iBonds Dec 2028 Term Corporate ETF has a 52-week low of $24.78 and a 52-week high of $25.76.

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.