Centricity Wealth Management LLC Buys New Shares in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Centricity Wealth Management LLC bought a new stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 164,744 shares of the company’s stock, valued at approximately $3,947,000. iShares iBonds Dec 2027 Term Corporate ETF makes up approximately 3.7% of Centricity Wealth Management LLC’s portfolio, making the stock its 5th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Eastern Bank purchased a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF in the 3rd quarter valued at about $25,000. Bank of Jackson Hole Trust acquired a new position in iShares iBonds Dec 2027 Term Corporate ETF in the fourth quarter valued at approximately $42,000. Coastline Trust Co purchased a new position in iShares iBonds Dec 2027 Term Corporate ETF in the third quarter valued at approximately $46,000. First United Bank & Trust acquired a new stake in iShares iBonds Dec 2027 Term Corporate ETF during the fourth quarter worth approximately $48,000. Finally, Bogart Wealth LLC lifted its position 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 buying an additional 828 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Stock Performance

Shares of iShares iBonds Dec 2027 Term Corporate ETF stock opened at $24.03 on Friday. The company has a fifty day simple moving average of $23.99 and a 200-day simple moving average of $24.10. iShares iBonds Dec 2027 Term Corporate ETF has a 12-month low of $23.44 and a 12-month high of $24.68.

iShares iBonds Dec 2027 Term Corporate ETF Company Profile

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.