iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) is Centricity Wealth Management LLC’s 4th Largest Position

Centricity Wealth Management LLC grew its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 3.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 187,115 shares of the company’s stock after acquiring an additional 5,533 shares during the quarter. iShares iBonds Dec 2028 Term Corporate ETF comprises about 4.3% of Centricity Wealth Management LLC’s holdings, making the stock its 4th largest position. Centricity Wealth Management LLC’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $4,727,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. GAMMA Investing LLC grew its holdings in iShares iBonds Dec 2028 Term Corporate ETF by 3,302.4% in the first quarter. GAMMA Investing LLC now owns 4,215,768 shares of the company’s stock valued at $106,490,000 after purchasing an additional 4,091,862 shares during the period. Arrow Financial Corp boosted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 3.9% in the 4th quarter. Arrow Financial Corp now owns 563,736 shares of the company’s stock valued at $14,037,000 after purchasing an additional 21,416 shares during the last quarter. Captrust Financial Advisors grew its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 32.3% during the 4th quarter. Captrust Financial Advisors now owns 396,325 shares of the company’s stock valued at $9,868,000 after buying an additional 96,834 shares during the period. Lyell Wealth Management LP increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 7.4% during the 4th quarter. Lyell Wealth Management LP now owns 331,018 shares of the company’s stock worth $8,242,000 after buying an additional 22,914 shares during the last quarter. Finally, Peloton Wealth Strategists increased its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 9.3% during the 4th quarter. Peloton Wealth Strategists now owns 319,174 shares of the company’s stock worth $7,947,000 after buying an additional 27,199 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Trading Down 0.3%

Shares of iShares iBonds Dec 2028 Term Corporate ETF stock opened at $25.14 on Monday. The business’s fifty day moving average price is $25.17 and its 200 day moving average price is $25.09. iShares iBonds Dec 2028 Term Corporate ETF has a twelve month low of $24.60 and a twelve month high of $25.77.

About iShares iBonds Dec 2028 Term Corporate ETF

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.