Evergreen Private Wealth LLC Makes New Investment in iShares iBonds Dec 2028 Term Corporate ETF $IBDT

Evergreen Private Wealth LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 154,741 shares of the company’s stock, valued at approximately $3,862,000. Evergreen Private Wealth LLC owned 0.09% of iShares iBonds Dec 2028 Term Corporate ETF at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of IBDT. RVW Wealth LLC grew its stake in iShares iBonds Dec 2028 Term Corporate ETF by 4.1% in the 2nd quarter. RVW Wealth LLC now owns 1,206,680 shares of the company’s stock valued at $30,469,000 after buying an additional 47,454 shares during the last quarter. Rebalance LLC acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the third quarter worth approximately $17,223,000. Parallel Advisors LLC lifted its position in iShares iBonds Dec 2028 Term Corporate ETF by 5.0% during the first quarter. Parallel Advisors LLC now owns 304,913 shares of the company’s stock worth $7,723,000 after acquiring an additional 14,400 shares during the last quarter. Praetorian Wealth Management Inc. acquired a new stake in iShares iBonds Dec 2028 Term Corporate ETF during the third quarter worth approximately $7,131,000. Finally, Heartland Bank & Trust Co boosted its holdings in shares of iShares iBonds Dec 2028 Term Corporate ETF by 14.7% during the first quarter. Heartland Bank & Trust Co now owns 213,474 shares of the company’s stock worth $5,407,000 after acquiring an additional 27,412 shares during the period.

iShares iBonds Dec 2028 Term Corporate ETF Stock Performance

Shares of NYSEARCA:IBDT opened at $24.95 on Wednesday. iShares iBonds Dec 2028 Term Corporate ETF has a 12-month low of $24.85 and a 12-month high of $25.74. The business has a 50 day moving average of $25.01 and a 200-day moving average of $25.22.

About iShares iBonds Dec 2028 Term Corporate ETF

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.