Bogart Wealth LLC Grows Stock Holdings in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Bogart Wealth LLC lifted its stake in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 15.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,507 shares of the company’s stock after purchasing an additional 857 shares during the period. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2029 Term Corporate ETF were worth $153,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IBDU. Praetorian Wealth Management Inc. raised its holdings in shares of iShares iBonds Dec 2029 Term Corporate ETF by 0.9% during the 3rd quarter. Praetorian Wealth Management Inc. now owns 189,348 shares of the company’s stock worth $4,452,000 after acquiring an additional 1,770 shares during the period. Comerica Bank raised its position in shares of iShares iBonds Dec 2029 Term Corporate ETF by 13.5% during the 1st quarter. Comerica Bank now owns 25,424 shares of the company’s stock valued at $580,000 after buying an additional 3,025 shares during the period. Bank of New York Mellon Corp lifted its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 64.0% in the second quarter. Bank of New York Mellon Corp now owns 16,099 shares of the company’s stock valued at $365,000 after acquiring an additional 6,283 shares during the last quarter. Peloton Wealth Strategists grew its position in iShares iBonds Dec 2029 Term Corporate ETF by 3.7% in the second quarter. Peloton Wealth Strategists now owns 265,000 shares of the company’s stock worth $6,008,000 after acquiring an additional 9,500 shares during the period. Finally, Montecito Bank & Trust increased its stake in iShares iBonds Dec 2029 Term Corporate ETF by 32.3% during the second quarter. Montecito Bank & Trust now owns 18,240 shares of the company’s stock worth $414,000 after acquiring an additional 4,456 shares during the last quarter.

iShares iBonds Dec 2029 Term Corporate ETF Stock Performance

NYSEARCA:IBDU opened at $23.12 on Friday. iShares iBonds Dec 2029 Term Corporate ETF has a 52 week low of $21.44 and a 52 week high of $24.90. The stock’s fifty day moving average is $23.36 and its two-hundred day moving average is $22.92.

iShares iBonds Dec 2029 Term Corporate ETF Company Profile

The iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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. IBDU was launched on Sep 17, 2019 and is managed by BlackRock.