Evergreen Private Wealth LLC Acquires New Shares in iShares iBonds Dec 2033 Term Corporate ETF $IBDY

Evergreen Private Wealth LLC bought a new position in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 148,971 shares of the company’s stock, valued at approximately $3,647,000. Evergreen Private Wealth LLC owned approximately 0.31% of iShares iBonds Dec 2033 Term Corporate ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IBDY. Sterling Investment Advisors Ltd. boosted its stake in shares of iShares iBonds Dec 2033 Term Corporate ETF by 4.3% during the 1st quarter. Sterling Investment Advisors Ltd. now owns 23,740 shares of the company’s stock valued at $614,000 after buying an additional 975 shares during the period. Ballast Advisors LLC acquired a new position in shares of iShares iBonds Dec 2033 Term Corporate ETF in the first quarter worth $30,000. Montecito Bank & Trust raised its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 4.5% during the third quarter. Montecito Bank & Trust now owns 34,545 shares of the company’s stock worth $846,000 after acquiring an additional 1,501 shares in the last quarter. Parallel Advisors LLC raised its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 1.0% during the first quarter. Parallel Advisors LLC now owns 213,017 shares of the company’s stock worth $5,506,000 after acquiring an additional 2,184 shares in the last quarter. Finally, Bogart Wealth LLC raised its holdings in shares of iShares iBonds Dec 2033 Term Corporate ETF by 431.5% during the first quarter. Bogart Wealth LLC now owns 3,040 shares of the company’s stock worth $79,000 after acquiring an additional 2,468 shares in the last quarter.

iShares iBonds Dec 2033 Term Corporate ETF Price Performance

IBDY opened at $24.74 on Wednesday. iShares iBonds Dec 2033 Term Corporate ETF has a 1 year low of $24.28 and a 1 year high of $26.48. The stock has a fifty day moving average price of $24.81 and a 200 day moving average price of $25.55.

iShares iBonds Dec 2033 Term Corporate ETF Profile

The iShares iBonds Dec 2033 Term Corporate ETF (IBDY) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2033, and December 15, 2033. IBDY was launched on Jun 21, 2023 and is managed by BlackRock.