Centricity Wealth Management LLC Purchases New Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Centricity Wealth Management LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 181,582 shares of the company’s stock, valued at approximately $4,521,000. iShares iBonds Dec 2028 Term Corporate ETF comprises about 4.2% of Centricity Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Centricity Wealth Management LLC owned about 0.25% of iShares iBonds Dec 2028 Term Corporate ETF as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Spinnaker Trust lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 75.4% in the 4th quarter. Spinnaker Trust now owns 298,655 shares of the company’s stock worth $7,437,000 after acquiring an additional 128,421 shares during the last quarter. Crews Bank & Trust purchased a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF during the fourth quarter valued at approximately $2,964,000. Sonata Capital Group Inc. grew its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 388.0% during the fourth quarter. Sonata Capital Group Inc. now owns 90,557 shares of the company’s stock valued at $2,255,000 after buying an additional 72,000 shares during the last quarter. RVW Wealth LLC grew its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 7.8% during the fourth quarter. RVW Wealth LLC now owns 869,496 shares of the company’s stock valued at $21,650,000 after buying an additional 62,756 shares during the last quarter. Finally, Lbmc Investment Advisors LLC raised its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 449.9% in the fourth quarter. Lbmc Investment Advisors LLC now owns 64,367 shares of the company’s stock worth $1,603,000 after buying an additional 52,662 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

IBDT opened at $25.06 on Friday. The business has a fifty day moving average of $24.95 and a 200 day moving average of $25.15. iShares iBonds Dec 2028 Term Corporate ETF has a 52-week low of $24.36 and a 52-week high of $25.77.

iShares iBonds Dec 2028 Term Corporate ETF Company 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.