44,710 Shares in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Purchased by Centricity Wealth Management LLC

Centricity Wealth Management LLC purchased a new position in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 44,710 shares of the company’s stock, valued at approximately $955,000. iShares iBonds Dec 2030 Term Corporate ETF accounts for approximately 0.9% of Centricity Wealth Management LLC’s holdings, making the stock its 21st biggest position. Centricity Wealth Management LLC owned about 0.10% of iShares iBonds Dec 2030 Term Corporate ETF at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Bogart Wealth LLC boosted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 15.9% in the 3rd quarter. Bogart Wealth LLC now owns 6,609 shares of the company’s stock valued at $147,000 after acquiring an additional 909 shares during the last quarter. Newman Dignan & Sheerar Inc. raised its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 6.3% during the fourth quarter. Newman Dignan & Sheerar Inc. now owns 20,532 shares of the company’s stock worth $439,000 after purchasing an additional 1,214 shares during the last quarter. Bank of Jackson Hole Trust acquired a new position in iShares iBonds Dec 2030 Term Corporate ETF during the fourth quarter valued at $42,000. First United Bank & Trust purchased a new stake in iShares iBonds Dec 2030 Term Corporate ETF in the fourth quarter valued at $47,000. Finally, Gradient Capital Advisors LLC grew its position in iShares iBonds Dec 2030 Term Corporate ETF by 10.0% during the 4th quarter. Gradient Capital Advisors LLC now owns 27,647 shares of the company’s stock worth $591,000 after purchasing an additional 2,517 shares during the period.

iShares iBonds Dec 2030 Term Corporate ETF Trading Up 0.1 %

NYSEARCA IBDV opened at $21.49 on Friday. The stock has a 50-day simple moving average of $21.37 and a two-hundred day simple moving average of $21.67. iShares iBonds Dec 2030 Term Corporate ETF has a fifty-two week low of $20.77 and a fifty-two week high of $22.43.

iShares iBonds Dec 2030 Term Corporate ETF Profile

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.