Bogart Wealth LLC Has $120,000 Stock Position in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Bogart Wealth LLC boosted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 87.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,773 shares of the company’s stock after acquiring an additional 2,231 shares during the quarter. Bogart Wealth LLC’s holdings in iShares iBonds Dec 2028 Term Corporate ETF were worth $120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Bank of New York Mellon Corp increased its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 7.8% in the third quarter. Bank of New York Mellon Corp now owns 107,338 shares of the company’s stock worth $2,579,000 after acquiring an additional 7,736 shares during the last quarter. Archford Capital Strategies LLC increased its position in iShares iBonds Dec 2028 Term Corporate ETF by 6.5% in the 3rd quarter. Archford Capital Strategies LLC now owns 69,660 shares of the company’s stock worth $1,674,000 after purchasing an additional 4,237 shares during the last quarter. Sandy Spring Bank raised its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 1.5% during the 3rd quarter. Sandy Spring Bank now owns 212,839 shares of the company’s stock worth $5,115,000 after purchasing an additional 3,094 shares in the last quarter. Lyell Wealth Management LP lifted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 8.3% during the 3rd quarter. Lyell Wealth Management LP now owns 128,280 shares of the company’s stock valued at $3,083,000 after buying an additional 9,825 shares during the last quarter. Finally, Roble Belko & Company Inc lifted its stake in iShares iBonds Dec 2028 Term Corporate ETF by 11.0% in the third quarter. Roble Belko & Company Inc now owns 12,335 shares of the company’s stock valued at $296,000 after acquiring an additional 1,218 shares during the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

Shares of IBDT traded down $0.01 during mid-day trading on Wednesday, hitting $24.64. 196,276 shares of the company’s stock were exchanged, compared to its average volume of 371,922. iShares iBonds Dec 2028 Term Corporate ETF has a twelve month low of $23.62 and a twelve month high of $25.19. The firm has a fifty day moving average of $24.68 and a two-hundred day moving average of $24.67.

iShares iBonds Dec 2028 Term Corporate ETF Profile

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.