Newman Dignan & Sheerar Inc. Increases Stake in iShares iBonds Dec 2029 Term Corporate ETF $IBDU

Newman Dignan & Sheerar Inc. raised its position in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 9.9% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 164,675 shares of the company’s stock after acquiring an additional 14,826 shares during the quarter. iShares iBonds Dec 2029 Term Corporate ETF makes up approximately 0.9% of Newman Dignan & Sheerar Inc.’s holdings, making the stock its 27th largest position. Newman Dignan & Sheerar Inc.’s holdings in iShares iBonds Dec 2029 Term Corporate ETF were worth $3,842,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Harbor Investment Advisory LLC lifted its stake in shares of iShares iBonds Dec 2029 Term Corporate ETF by 105.0% in the 1st quarter. Harbor Investment Advisory LLC now owns 1,640 shares of the company’s stock valued at $38,000 after purchasing an additional 840 shares during the period. Bank of Jackson Hole Trust raised its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 73.1% in the first quarter. Bank of Jackson Hole Trust now owns 3,184 shares of the company’s stock worth $74,000 after purchasing an additional 1,345 shares in the last quarter. Princeton Global Asset Management LLC raised its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 165.8% in the first quarter. Princeton Global Asset Management LLC now owns 7,335 shares of the company’s stock worth $170,000 after purchasing an additional 4,575 shares in the last quarter. Sarver Vrooman Wealth Advisors lifted its position in iShares iBonds Dec 2029 Term Corporate ETF by 776.9% during the second quarter. Sarver Vrooman Wealth Advisors now owns 10,470 shares of the company’s stock valued at $244,000 after buying an additional 9,276 shares during the period. Finally, Heartland Bank & Trust Co bought a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF during the 1st quarter valued at $245,000.

iShares iBonds Dec 2029 Term Corporate ETF Stock Down 0.1%

NYSEARCA:IBDU opened at $23.45 on Thursday. The firm’s 50-day moving average price is $23.41 and its 200-day moving average price is $23.20. iShares iBonds Dec 2029 Term Corporate ETF has a 1-year low of $22.55 and a 1-year high of $23.65.

iShares iBonds Dec 2029 Term Corporate ETF 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.