Peloton Wealth Strategists Has $8.79 Million Holdings in iShares iBonds Dec 2029 Term Corporate ETF $IBDU

Peloton Wealth Strategists grew its holdings in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 9.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 375,595 shares of the company’s stock after purchasing an additional 33,445 shares during the quarter. iShares iBonds Dec 2029 Term Corporate ETF comprises about 3.4% of Peloton Wealth Strategists’ investment portfolio, making the stock its 4th largest position. Peloton Wealth Strategists owned 0.25% of iShares iBonds Dec 2029 Term Corporate ETF worth $8,791,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in IBDU. Burkett Financial Services LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF in the fourth quarter valued at $49,000. High Note Wealth LLC acquired a new position in iShares iBonds Dec 2029 Term Corporate ETF during the 4th quarter worth about $105,000. GAMMA Investing LLC grew its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 9.4% during the 4th quarter. GAMMA Investing LLC now owns 5,284 shares of the company’s stock worth $124,000 after acquiring an additional 452 shares during the last quarter. BOKF NA acquired a new stake in iShares iBonds Dec 2029 Term Corporate ETF in the 4th quarter valued at about $126,000. Finally, Flagship Harbor Advisors LLC acquired a new stake in iShares iBonds Dec 2029 Term Corporate ETF in the 4th quarter valued at about $132,000.

iShares iBonds Dec 2029 Term Corporate ETF Price Performance

Shares of NYSEARCA IBDU opened at $23.15 on Wednesday. iShares iBonds Dec 2029 Term Corporate ETF has a 1-year low of $23.02 and a 1-year high of $23.65. The company has a 50-day moving average of $23.19 and a two-hundred day moving average of $23.32.

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.