Centricity Wealth Management LLC Takes Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Centricity Wealth Management LLC acquired a new position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 181,582 shares of the company’s stock, valued at approximately $4,521,000. iShares iBonds Dec 2028 Term Corporate ETF makes up about 4.2% of Centricity Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding.

Other institutional investors also recently bought and sold shares of the company. Leavell Investment Management Inc. raised its stake in iShares iBonds Dec 2028 Term Corporate ETF by 36.7% in the third quarter. Leavell Investment Management Inc. now owns 76,210 shares of the company’s stock worth $1,946,000 after buying an additional 20,440 shares in the last quarter. Sonata Capital Group Inc. bought a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF during the 3rd quarter worth approximately $474,000. GAMMA Investing LLC raised its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 21.4% during the 4th quarter. GAMMA Investing LLC now owns 123,906 shares of the company’s stock worth $3,085,000 after acquiring an additional 21,833 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. lifted its position in iShares iBonds Dec 2028 Term Corporate ETF by 10.8% during the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 5,130 shares of the company’s stock valued at $131,000 after acquiring an additional 500 shares during the last quarter. Finally, Lyell Wealth Management LP lifted its position in iShares iBonds Dec 2028 Term Corporate ETF by 17.7% during the third quarter. Lyell Wealth Management LP now owns 308,104 shares of the company’s stock valued at $7,866,000 after acquiring an additional 46,353 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Stock Up 0.0 %

NYSEARCA IBDT opened at $25.06 on Friday. The firm’s fifty day simple moving average is $24.95 and its two-hundred day simple moving average is $25.15. iShares iBonds Dec 2028 Term Corporate ETF has a 12-month low of $24.36 and a 12-month high of $25.77.

iShares iBonds Dec 2028 Term Corporate ETF Company 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.