ADG Wealth Management Group LLC Makes New $591,000 Investment in iShares iBonds Dec 2029 Term Corporate ETF $IBDU

ADG Wealth Management Group LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 25,425 shares of the company’s stock, valued at approximately $591,000. iShares iBonds Dec 2029 Term Corporate ETF accounts for 0.4% of ADG Wealth Management Group LLC’s portfolio, making the stock its 22nd largest holding.

Several other large investors have also made changes to their positions in the business. RVW Wealth LLC increased its stake in shares of iShares iBonds Dec 2029 Term Corporate ETF by 12.8% in the fourth quarter. RVW Wealth LLC now owns 1,059,999 shares of the company’s stock worth $24,809,000 after acquiring an additional 120,240 shares during the period. Captrust Financial Advisors grew its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 15.4% during the fourth quarter. Captrust Financial Advisors now owns 590,443 shares of the company’s stock worth $13,819,000 after acquiring an additional 78,809 shares during the period. Lyell Wealth Management LP grew its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 21.7% during the fourth quarter. Lyell Wealth Management LP now owns 486,066 shares of the company’s stock worth $11,376,000 after acquiring an additional 86,833 shares during the period. Rebalance LLC grew its holdings in iShares iBonds Dec 2029 Term Corporate ETF by 1.6% during the fourth quarter. Rebalance LLC now owns 435,397 shares of the company’s stock worth $10,190,000 after acquiring an additional 6,662 shares during the period. Finally, Peloton Wealth Strategists raised its position in iShares iBonds Dec 2029 Term Corporate ETF by 9.8% during the fourth quarter. Peloton Wealth Strategists now owns 375,595 shares of the company’s stock valued at $8,791,000 after acquiring an additional 33,445 shares in the last quarter.

iShares iBonds Dec 2029 Term Corporate ETF Price Performance

Shares of NYSEARCA:IBDU opened at $23.16 on Friday. The business has a 50 day moving average of $23.17 and a two-hundred day moving average of $23.30. iShares iBonds Dec 2029 Term Corporate ETF has a 12-month low of $23.00 and a 12-month high of $23.65.

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.