Gradient Capital Advisors LLC Has $269,000 Stock Holdings in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY)

Gradient Capital Advisors LLC raised its position in shares of iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) by 27.6% 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 owned 10,699 shares of the company’s stock after purchasing an additional 2,316 shares during the period. Gradient Capital Advisors LLC owned approximately 0.06% of iShares iBonds Dec 2033 Term Corporate ETF worth $269,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. JPMorgan Chase & Co. bought a new position in iShares iBonds Dec 2033 Term Corporate ETF in the third quarter valued at about $1,930,000. First Interstate Bank boosted its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 1.7% in the 3rd quarter. First Interstate Bank now owns 2,023,694 shares of the company’s stock valued at $53,426,000 after purchasing an additional 33,976 shares in the last quarter. Adirondack Trust Co. grew its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 183.7% during the 4th quarter. Adirondack Trust Co. now owns 20,077 shares of the company’s stock valued at $504,000 after purchasing an additional 13,000 shares during the last quarter. Confluence Investment Management LLC increased its position in iShares iBonds Dec 2033 Term Corporate ETF by 0.8% during the 4th quarter. Confluence Investment Management LLC now owns 311,170 shares of the company’s stock worth $7,810,000 after purchasing an additional 2,547 shares in the last quarter. Finally, Captrust Financial Advisors lifted its stake in iShares iBonds Dec 2033 Term Corporate ETF by 7.1% in the 3rd quarter. Captrust Financial Advisors now owns 27,888 shares of the company’s stock valued at $736,000 after purchasing an additional 1,840 shares during the last quarter.

iShares iBonds Dec 2033 Term Corporate ETF Price Performance

NYSEARCA IBDY opened at $25.18 on Wednesday. The business’s fifty day moving average is $25.23 and its 200 day moving average is $25.67. iShares iBonds Dec 2033 Term Corporate ETF has a twelve month low of $24.50 and a twelve month high of $26.86.

iShares iBonds Dec 2033 Term Corporate ETF Profile

The iShares iBonds Dec 2033 Term Corporate ETF (IBDY) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2033, and December 15, 2033. IBDY was launched on Jun 21, 2023 and is managed by BlackRock.