Leavell Investment Management Inc. Has $2.73 Million Stock Holdings in iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Leavell Investment Management Inc. raised its position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 5.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 107,475 shares of the company’s stock after purchasing an additional 5,388 shares during the period. Leavell Investment Management Inc. owned approximately 0.09% of iShares iBonds Dec 2028 Term Corporate ETF worth $2,732,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Princeton Global Asset Management LLC increased its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 1.1% in the 2nd quarter. Princeton Global Asset Management LLC now owns 45,205 shares of the company’s stock valued at $1,149,000 after purchasing an additional 505 shares during the last quarter. Baker Boyer National Bank boosted its stake in iShares iBonds Dec 2028 Term Corporate ETF by 2.0% in the first quarter. Baker Boyer National Bank now owns 26,568 shares of the company’s stock valued at $671,000 after buying an additional 520 shares in the last quarter. Bank of Jackson Hole Trust grew its position in iShares iBonds Dec 2028 Term Corporate ETF by 73.3% in the first quarter. Bank of Jackson Hole Trust now owns 2,918 shares of the company’s stock valued at $74,000 after acquiring an additional 1,234 shares during the last quarter. Rebalance LLC grew its position in iShares iBonds Dec 2028 Term Corporate ETF by 0.9% in the second quarter. Rebalance LLC now owns 168,982 shares of the company’s stock valued at $4,296,000 after acquiring an additional 1,579 shares during the last quarter. Finally, Bank of New Hampshire raised its stake in iShares iBonds Dec 2028 Term Corporate ETF by 15.8% during the second quarter. Bank of New Hampshire now owns 13,900 shares of the company’s stock worth $353,000 after acquiring an additional 1,900 shares in the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

IBDT opened at $25.57 on Friday. The company’s 50 day moving average is $25.50 and its 200-day moving average is $25.34. iShares iBonds Dec 2028 Term Corporate ETF has a 1-year low of $24.78 and a 1-year high of $25.76.

About iShares iBonds Dec 2028 Term Corporate ETF

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.