Sonata Capital Group Inc. Has $2.26 Million Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Sonata Capital Group Inc. lifted its holdings in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 388.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 90,557 shares of the company’s stock after buying an additional 72,000 shares during the period. iShares iBonds Dec 2028 Term Corporate ETF comprises approximately 0.9% of Sonata Capital Group Inc.’s portfolio, making the stock its 29th biggest position. Sonata Capital Group Inc. owned about 0.12% of iShares iBonds Dec 2028 Term Corporate ETF worth $2,255,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of IBDT. Migdal Insurance & Financial Holdings Ltd. lifted its stake in iShares iBonds Dec 2028 Term Corporate ETF by 10.8% in the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 5,130 shares of the company’s stock worth $131,000 after acquiring an additional 500 shares in the last quarter. Bank of New Hampshire boosted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 6.9% during the fourth quarter. Bank of New Hampshire now owns 12,200 shares of the company’s stock worth $304,000 after purchasing an additional 785 shares during the period. Bogart Wealth LLC increased its stake in iShares iBonds Dec 2028 Term Corporate ETF by 14.7% in the 3rd quarter. Bogart Wealth LLC now owns 6,166 shares of the company’s stock valued at $157,000 after buying an additional 789 shares during the period. Coastline Trust Co purchased a new stake in iShares iBonds Dec 2028 Term Corporate ETF in the 3rd quarter worth approximately $31,000. Finally, First United Bank & Trust acquired a new stake in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 4th quarter valued at $48,000.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

iShares iBonds Dec 2028 Term Corporate ETF stock opened at $24.97 on Wednesday. iShares iBonds Dec 2028 Term Corporate ETF has a 12 month low of $24.36 and a 12 month high of $25.77. The company’s fifty day simple moving average is $24.97 and its 200-day simple moving average is $25.16.

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.