Peloton Wealth Strategists Has $7.94 Million Holdings in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Peloton Wealth Strategists increased its stake in iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV) by 21.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 359,850 shares of the company’s stock after acquiring an additional 63,600 shares during the quarter. iShares iBonds Dec 2030 Term Corporate ETF comprises 3.1% of Peloton Wealth Strategists’ holdings, making the stock its 7th largest holding. Peloton Wealth Strategists owned about 0.28% of iShares iBonds Dec 2030 Term Corporate ETF worth $7,942,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its holdings in iShares iBonds Dec 2030 Term Corporate ETF by 162.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 304,382 shares of the company’s stock worth $6,742,000 after purchasing an additional 188,371 shares during the last quarter. Cary Street Partners Financial LLC boosted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF by 8.2% in the 3rd quarter. Cary Street Partners Financial LLC now owns 20,954 shares of the company’s stock valued at $464,000 after purchasing an additional 1,587 shares during the last quarter. Mosaic Family Wealth Partners LLC bought a new stake in shares of iShares iBonds Dec 2030 Term Corporate ETF in the 3rd quarter valued at $213,000. 10Elms LLP increased its position in shares of iShares iBonds Dec 2030 Term Corporate ETF by 29.4% during the third quarter. 10Elms LLP now owns 25,941 shares of the company’s stock worth $575,000 after buying an additional 5,890 shares during the period. Finally, Parallel Advisors LLC increased its position in shares of iShares iBonds Dec 2030 Term Corporate ETF by 3.7% during the third quarter. Parallel Advisors LLC now owns 275,562 shares of the company’s stock worth $6,104,000 after buying an additional 9,878 shares during the period.

iShares iBonds Dec 2030 Term Corporate ETF Price Performance

Shares of NYSEARCA IBDV opened at $21.78 on Wednesday. iShares iBonds Dec 2030 Term Corporate ETF has a twelve month low of $21.63 and a twelve month high of $22.41. The firm has a fifty day simple moving average of $21.82 and a 200 day simple moving average of $21.97.

iShares iBonds Dec 2030 Term Corporate ETF Profile

The iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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, 2029. IBDV was launched on Jun 23, 2020 and is managed by BlackRock.