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

Bogart Wealth LLC grew its holdings in iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) by 87.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,773 shares of the company’s stock after purchasing 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 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in IBDT. Bank of New York Mellon Corp increased its holdings in 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 purchasing an additional 7,736 shares in the last quarter. Archford Capital Strategies LLC increased its stake in shares of 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 valued at $1,674,000 after acquiring an additional 4,237 shares in the last quarter. Sandy Spring Bank increased its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF by 1.5% in the 3rd quarter. Sandy Spring Bank now owns 212,839 shares of the company’s stock valued at $5,115,000 after acquiring an additional 3,094 shares in the last quarter. Lyell Wealth Management LP lifted its position 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 acquiring an additional 9,825 shares during the period. Finally, Roble Belko & Company Inc boosted its stake in iShares iBonds Dec 2028 Term Corporate ETF by 11.0% during the third quarter. Roble Belko & Company Inc now owns 12,335 shares of the company’s stock worth $296,000 after acquiring an additional 1,218 shares in the last quarter.

iShares iBonds Dec 2028 Term Corporate ETF Trading Down 0.1 %

IBDT traded down $0.01 during midday trading on Wednesday, hitting $24.64. The company had a trading volume of 196,276 shares, compared to its average volume of 371,922. The stock’s 50 day moving average price is $24.68 and its 200 day moving average price is $24.67. iShares iBonds Dec 2028 Term Corporate ETF has a 52 week low of $23.62 and a 52 week high of $25.19.

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.