Rebalance LLC Takes Position in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Rebalance LLC acquired a new position in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 459,388 shares of the company’s stock, valued at approximately $10,139,000. iShares iBonds Dec 2030 Term Corporate ETF makes up about 0.6% of Rebalance LLC’s portfolio, making the stock its 18th largest holding. Rebalance LLC owned approximately 0.36% of iShares iBonds Dec 2030 Term Corporate ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. RVW Wealth LLC bought a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the 4th quarter valued at $24,567,000. NewEdge Advisors LLC boosted its stake in iShares iBonds Dec 2030 Term Corporate ETF by 37.9% in the 3rd quarter. NewEdge Advisors LLC now owns 949,500 shares of the company’s stock worth $21,031,000 after purchasing an additional 260,892 shares during the period. JPMorgan Chase & Co. increased its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 162.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 304,382 shares of the company’s stock worth $6,742,000 after purchasing an additional 188,371 shares in the last quarter. Flow Traders U.S. LLC bought a new position in iShares iBonds Dec 2030 Term Corporate ETF during the 2nd quarter worth about $2,368,000. Finally, Lyell Wealth Management LP raised its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 11.7% in the 3rd quarter. Lyell Wealth Management LP now owns 372,226 shares of the company’s stock valued at $8,245,000 after purchasing an additional 38,864 shares during the period.

iShares iBonds Dec 2030 Term Corporate ETF Stock Performance

Shares of iShares iBonds Dec 2030 Term Corporate ETF stock opened at $21.80 on Tuesday. The stock’s 50-day moving average is $22.05 and its 200-day moving average is $22.09. iShares iBonds Dec 2030 Term Corporate ETF has a one year low of $21.09 and a one year high of $22.41.

About iShares iBonds Dec 2030 Term Corporate ETF

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.