Captrust Financial Advisors Has $8.11 Million Stock Position in iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Captrust Financial Advisors boosted its position in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) by 618.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 355,527 shares of the company’s stock after purchasing an additional 306,076 shares during the quarter. Captrust Financial Advisors owned 0.60% of iShares iBonds Dec 2029 Term Corporate ETF worth $8,106,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Bank of Jackson Hole Trust acquired a new stake in iShares iBonds Dec 2029 Term Corporate ETF during the 4th quarter worth approximately $42,000. First United Bank & Trust bought a new position in iShares iBonds Dec 2029 Term Corporate ETF during the fourth quarter worth about $47,000. Princeton Global Asset Management LLC increased its holdings in shares of iShares iBonds Dec 2029 Term Corporate ETF by 513.3% during the 4th quarter. Princeton Global Asset Management LLC now owns 2,760 shares of the company’s stock worth $63,000 after acquiring an additional 2,310 shares during the last quarter. Barrett & Company Inc. increased its holdings in shares of iShares iBonds Dec 2029 Term Corporate ETF by 200.0% in the fourth quarter. Barrett & Company Inc. now owns 3,000 shares of the company’s stock valued at $68,000 after purchasing an additional 2,000 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB acquired a new position in iShares iBonds Dec 2029 Term Corporate ETF in the 4th quarter valued at about $150,000.

iShares iBonds Dec 2029 Term Corporate ETF Price Performance

NYSEARCA:IBDU opened at $23.01 on Friday. iShares iBonds Dec 2029 Term Corporate ETF has a 1-year low of $22.43 and a 1-year high of $24.90. The stock has a 50 day simple moving average of $23.01 and a 200 day simple moving average of $22.95.

About iShares iBonds Dec 2029 Term Corporate ETF

The iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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, 2029. IBDU was launched on Sep 17, 2019 and is managed by BlackRock.