Centricity Wealth Management LLC Takes Position in iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Centricity Wealth Management LLC bought a new stake in shares of iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS) during the fourth quarter, according to the company in its most recent filing with the Securities and 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 about 3.7% of Centricity Wealth Management LLC’s holdings, making the stock its 5th largest position. Centricity Wealth Management LLC owned about 0.17% of iShares iBonds Dec 2027 Term Corporate ETF as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Lyell Wealth Management LP boosted its holdings in iShares iBonds Dec 2027 Term Corporate ETF by 5.0% in the 4th quarter. Lyell Wealth Management LP now owns 363,921 shares of the company’s stock worth $8,720,000 after buying an additional 17,490 shares during the last quarter. Bank of Jackson Hole Trust purchased a new position in shares of iShares iBonds Dec 2027 Term Corporate ETF in the fourth quarter valued at approximately $42,000. Spinnaker Trust boosted its stake in shares of iShares iBonds Dec 2027 Term Corporate ETF by 53.0% in the fourth quarter. Spinnaker Trust now owns 373,877 shares of the company’s stock worth $8,958,000 after acquiring an additional 129,587 shares during the last quarter. Sonata Capital Group Inc. increased its position in shares of iShares iBonds Dec 2027 Term Corporate ETF by 197.4% during the fourth quarter. Sonata Capital Group Inc. now owns 204,751 shares of the company’s stock worth $4,906,000 after purchasing an additional 135,902 shares in the last quarter. Finally, Leavell Investment Management Inc. raised its stake in iShares iBonds Dec 2027 Term Corporate ETF by 34.2% in the 4th quarter. Leavell Investment Management Inc. now owns 163,717 shares of the company’s stock valued at $3,923,000 after purchasing an additional 41,754 shares during the last quarter.

iShares iBonds Dec 2027 Term Corporate ETF Price Performance

Shares of IBDS opened at $24.03 on Friday. iShares iBonds Dec 2027 Term Corporate ETF has a 52-week low of $23.44 and a 52-week high of $24.68. The firm’s fifty day moving average is $23.99 and its two-hundred day moving average is $24.10.

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.