Valley Wealth Managers Inc. Has $1.76 Million Stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Valley Wealth Managers Inc. decreased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 1.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,407 shares of the company’s stock after selling 711 shares during the period. Valley Wealth Managers Inc. owned 0.08% of iShares iBonds Dec 2027 Term Corporate ETF worth $1,759,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bogart Wealth LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 14.8% during the 3rd quarter. Bogart Wealth LLC now owns 6,425 shares of the company’s stock worth $157,000 after purchasing an additional 828 shares during the period. Horizons Wealth Management increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 12.2% during the 4th quarter. Horizons Wealth Management now owns 8,641 shares of the company’s stock worth $207,000 after purchasing an additional 941 shares during the period. Eastern Bank bought a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF during the 3rd quarter worth about $25,000. Harbor Investment Advisory LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 2.7% during the 4th quarter. Harbor Investment Advisory LLC now owns 40,550 shares of the company’s stock worth $972,000 after purchasing an additional 1,077 shares during the period. Finally, Princeton Global Asset Management LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Corporate ETF by 5.5% during the 3rd quarter. Princeton Global Asset Management LLC now owns 25,898 shares of the company’s stock worth $631,000 after purchasing an additional 1,350 shares during the period.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

NYSEARCA:IBDS opened at $24.04 on Tuesday. The firm’s 50-day moving average is $23.99 and its 200-day moving average is $24.10. iShares iBonds Dec 2027 Term Corporate ETF has a 52-week low of $23.44 and a 52-week high of $24.68.

About iShares iBonds Dec 2027 Term Corporate ETF

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.