iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) Shares Acquired by Peloton Wealth Strategists

Peloton Wealth Strategists boosted its holdings in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 5.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 184,200 shares of the company’s stock after purchasing an additional 8,700 shares during the quarter. iShares iBonds Dec 2030 Term Corporate ETF makes up 1.6% of Peloton Wealth Strategists’ portfolio, making the stock its 24th biggest holding. Peloton Wealth Strategists owned approximately 0.42% of iShares iBonds Dec 2030 Term Corporate ETF worth $3,916,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IBDV. Comerica Bank increased its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 100.0% during the 1st quarter. Comerica Bank now owns 19,042 shares of the company’s stock valued at $407,000 after acquiring an additional 9,523 shares during the last quarter. Lyell Wealth Management LP increased its position in iShares iBonds Dec 2030 Term Corporate ETF by 8.5% during the second quarter. Lyell Wealth Management LP now owns 236,645 shares of the company’s stock worth $5,031,000 after purchasing an additional 18,610 shares during the last quarter. Montecito Bank & Trust acquired a new position in iShares iBonds Dec 2030 Term Corporate ETF during the first quarter worth approximately $310,000. Bank of New Hampshire raised its stake in iShares iBonds Dec 2030 Term Corporate ETF by 84.3% during the first quarter. Bank of New Hampshire now owns 14,290 shares of the company’s stock worth $306,000 after purchasing an additional 6,535 shares during the period. Finally, Praetorian Wealth Management Inc. boosted its holdings in shares of iShares iBonds Dec 2030 Term Corporate ETF by 55.1% in the 1st quarter. Praetorian Wealth Management Inc. now owns 124,935 shares of the company’s stock valued at $2,674,000 after purchasing an additional 44,360 shares during the last quarter.

iShares iBonds Dec 2030 Term Corporate ETF Stock Performance

IBDV stock opened at $22.22 on Friday. The business has a fifty day simple moving average of $21.92 and a 200-day simple moving average of $21.45. iShares iBonds Dec 2030 Term Corporate ETF has a 52 week low of $19.82 and a 52 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.