Montecito Bank & Trust Has $1.17 Million Stock Holdings in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Montecito Bank & Trust boosted its position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 11.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,628 shares of the company’s stock after buying an additional 5,101 shares during the period. Montecito Bank & Trust’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $1,165,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in IBDS. Captrust Financial Advisors grew its stake in iShares iBonds Dec 2027 Term Corporate ETF by 36.4% in the third quarter. Captrust Financial Advisors now owns 414,425 shares of the company’s stock valued at $10,100,000 after acquiring an additional 110,597 shares during the period. Sonata Capital Group Inc. bought a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF in the 3rd quarter worth $1,678,000. GAMMA Investing LLC grew its position in iShares iBonds Dec 2027 Term Corporate ETF by 154.1% in the 3rd quarter. GAMMA Investing LLC now owns 113,377 shares of the company’s stock valued at $2,763,000 after purchasing an additional 68,752 shares during the period. Lbmc Investment Advisors LLC increased its stake in iShares iBonds Dec 2027 Term Corporate ETF by 496.6% during the 4th quarter. Lbmc Investment Advisors LLC now owns 69,381 shares of the company’s stock valued at $1,662,000 after purchasing an additional 57,751 shares in the last quarter. Finally, Lyell Wealth Management LP increased its stake in iShares iBonds Dec 2027 Term Corporate ETF by 11.8% during the 3rd quarter. Lyell Wealth Management LP now owns 346,431 shares of the company’s stock valued at $8,443,000 after purchasing an additional 36,563 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Up 0.1 %

iShares iBonds Dec 2027 Term Corporate ETF stock opened at $24.03 on Friday. The firm’s fifty day moving average price is $24.00 and its two-hundred day moving average price is $24.08. iShares iBonds Dec 2027 Term Corporate ETF has a 1-year low of $23.44 and a 1-year high of $24.68.

About iShares iBonds Dec 2027 Term Corporate ETF

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.