Captrust Financial Advisors Has $10.10 Million Stake in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Captrust Financial Advisors increased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) by 36.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 414,425 shares of the company’s stock after purchasing an additional 110,597 shares during the period. Captrust Financial Advisors’ holdings in iShares iBonds Dec 2027 Term Corporate ETF were worth $10,100,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Coastline Trust Co acquired a new stake in iShares iBonds Dec 2027 Term Corporate ETF in the 3rd quarter worth about $46,000. Valley Wealth Managers Inc. raised its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 0.7% in the third quarter. Valley Wealth Managers Inc. now owns 74,118 shares of the company’s stock valued at $1,806,000 after buying an additional 494 shares in the last quarter. Prime Capital Investment Advisors LLC boosted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 13.2% in the third quarter. Prime Capital Investment Advisors LLC now owns 53,707 shares of the company’s stock valued at $1,309,000 after buying an additional 6,242 shares during the period. Arrow Financial Corp increased its stake in iShares iBonds Dec 2027 Term Corporate ETF by 1.6% during the 3rd quarter. Arrow Financial Corp now owns 557,633 shares of the company’s stock worth $13,590,000 after acquiring an additional 8,756 shares during the period. Finally, Leavell Investment Management Inc. raised its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 35.1% in the 3rd quarter. Leavell Investment Management Inc. now owns 121,963 shares of the company’s stock valued at $2,972,000 after acquiring an additional 31,698 shares in the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

IBDS opened at $24.14 on Monday. iShares iBonds Dec 2027 Term Corporate ETF has a 52-week low of $23.44 and a 52-week high of $24.68. The business’s fifty day moving average is $24.14 and its 200-day moving average is $24.01.

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.