Buffington Mohr McNeal Has $13.47 Million Position in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Buffington Mohr McNeal grew its position in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 3.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 661,768 shares of the company’s stock after acquiring an additional 19,245 shares during the quarter. iShares iBonds Dec 2031 Term Corporate ETF accounts for about 2.2% of Buffington Mohr McNeal’s holdings, making the stock its 18th largest position. Buffington Mohr McNeal’s holdings in iShares iBonds Dec 2031 Term Corporate ETF were worth $13,467,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. First United Bank & Trust acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF in the fourth quarter valued at about $47,000. Farther Finance Advisors LLC acquired a new position in iShares iBonds Dec 2031 Term Corporate ETF during the third quarter valued at approximately $92,000. Princeton Global Asset Management LLC raised its holdings in iShares iBonds Dec 2031 Term Corporate ETF by 112.4% in the third quarter. Princeton Global Asset Management LLC now owns 6,562 shares of the company’s stock worth $139,000 after purchasing an additional 3,473 shares during the period. Roble Belko & Company Inc grew its holdings in shares of iShares iBonds Dec 2031 Term Corporate ETF by 32.5% in the 4th quarter. Roble Belko & Company Inc now owns 19,865 shares of the company’s stock valued at $404,000 after buying an additional 4,870 shares during the period. Finally, Integrated Wealth Concepts LLC increased its position in shares of iShares iBonds Dec 2031 Term Corporate ETF by 9.2% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 26,762 shares of the company’s stock valued at $568,000 after buying an additional 2,252 shares in the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Price Performance

NYSEARCA IBDW opened at $20.51 on Tuesday. iShares iBonds Dec 2031 Term Corporate ETF has a 52-week low of $19.78 and a 52-week high of $21.39. The business has a 50 day simple moving average of $20.48 and a 200 day simple moving average of $20.72.

iShares iBonds Dec 2031 Term Corporate ETF Company Profile

The iShares iBonds Dec 2031 Term Corporate ETF (IBDW) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2031 and December 15, 2031. IBDW was launched on Jun 22, 2021 and is managed by BlackRock.