Mosaic Family Wealth Partners LLC Boosts Stake in iShares iBonds Dec 2027 Term Corporate ETF $IBDS

Mosaic Family Wealth Partners LLC boosted its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 16.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,241 shares of the company’s stock after acquiring an additional 4,060 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $685,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Lyell Wealth Management LP lifted its position in iShares iBonds Dec 2027 Term Corporate ETF by 5.1% during the second quarter. Lyell Wealth Management LP now owns 409,350 shares of the company’s stock worth $9,935,000 after buying an additional 19,901 shares in the last quarter. RVW Wealth LLC lifted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 5.7% in the 2nd quarter. RVW Wealth LLC now owns 1,022,940 shares of the company’s stock valued at $24,827,000 after purchasing an additional 55,018 shares during the last quarter. Centricity Wealth Management LLC lifted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 11.8% in the 2nd quarter. Centricity Wealth Management LLC now owns 203,151 shares of the company’s stock valued at $4,930,000 after purchasing an additional 21,497 shares during the last quarter. Sarver Vrooman Wealth Advisors grew its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 748.1% during the 2nd quarter. Sarver Vrooman Wealth Advisors now owns 9,728 shares of the company’s stock worth $236,000 after purchasing an additional 8,581 shares during the period. Finally, Pinnacle Bancorp Inc. increased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 48.7% during the 2nd quarter. Pinnacle Bancorp Inc. now owns 3,175 shares of the company’s stock worth $77,000 after purchasing an additional 1,040 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

NYSEARCA IBDS opened at $24.27 on Monday. The firm’s 50-day moving average is $24.31 and its two-hundred day moving average is $24.23. iShares iBonds Dec 2027 Term Corporate ETF has a 12 month low of $23.86 and a 12 month high of $24.52.

iShares iBonds Dec 2027 Term Corporate ETF Profile

The iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg global index of USD-denominated, investment-grade corporate bonds maturing between December 31, 2026 and December 16, 2027. IBDS was launched on Sep 12, 2017 and is managed by BlackRock.