Bogart Wealth LLC Boosts Stock Position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Bogart Wealth LLC boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 86.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,965 shares of the company’s stock after purchasing an additional 2,309 shares during the period. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $119,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of IBDS. Spinnaker Trust grew its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 354.5% in the 4th quarter. Spinnaker Trust now owns 123,132 shares of the company’s stock worth $2,947,000 after buying an additional 96,041 shares during the last quarter. First Fiduciary Investment Counsel Inc. boosted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 21.5% in the fourth quarter. First Fiduciary Investment Counsel Inc. now owns 52,458 shares of the company’s stock valued at $1,255,000 after acquiring an additional 9,285 shares in the last quarter. Lyell Wealth Management LP increased its position in iShares iBonds Dec 2027 Term Corporate ETF by 28.5% during the 4th quarter. Lyell Wealth Management LP now owns 216,270 shares of the company’s stock valued at $5,175,000 after purchasing an additional 47,916 shares during the period. Roble Belko & Company Inc raised its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 12.7% in the 4th quarter. Roble Belko & Company Inc now owns 13,653 shares of the company’s stock worth $327,000 after purchasing an additional 1,539 shares in the last quarter. Finally, PSI Advisors LLC lifted its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 76.7% in the 4th quarter. PSI Advisors LLC now owns 4,400 shares of the company’s stock worth $105,000 after purchasing an additional 1,910 shares during the period.

iShares iBonds Dec 2027 Term Corporate ETF Trading Up 0.0 %

Shares of IBDS traded up $0.01 during trading hours on Wednesday, reaching $23.65. 265,630 shares of the company traded hands, compared to its average volume of 421,582. iShares iBonds Dec 2027 Term Corporate ETF has a 12 month low of $22.80 and a 12 month high of $24.06. The company’s fifty day moving average price is $23.66 and its two-hundred day moving average price is $23.64.

About iShares iBonds Dec 2027 Term Corporate ETF

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.