Heartwood Wealth Advisors LLC Acquires 1,806,572 Shares of iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Heartwood Wealth Advisors LLC bought a new position in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) during the 3rd quarter, Holdings Channel reports. The institutional investor bought 1,806,572 shares of the company’s stock, valued at approximately $39,285,000. iShares iBonds Dec 2029 Term Treasury ETF makes up 3.1% of Heartwood Wealth Advisors LLC’s holdings, making the stock its 9th largest position.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Confluence Investment Management LLC acquired a new stake in iShares iBonds Dec 2029 Term Treasury ETF during the third quarter worth about $11,674,000. NewEdge Advisors LLC grew its holdings in shares of iShares iBonds Dec 2029 Term Treasury ETF by 6.5% during the 1st quarter. NewEdge Advisors LLC now owns 454,037 shares of the company’s stock worth $9,918,000 after purchasing an additional 27,825 shares during the period. Janney Montgomery Scott LLC grew its holdings in shares of iShares iBonds Dec 2029 Term Treasury ETF by 59.2% during the 1st quarter. Janney Montgomery Scott LLC now owns 254,141 shares of the company’s stock worth $5,551,000 after purchasing an additional 94,538 shares during the period. Montecito Bank & Trust acquired a new stake in iShares iBonds Dec 2029 Term Treasury ETF during the 3rd quarter worth approximately $5,429,000. Finally, Parallel Advisors LLC increased its position in iShares iBonds Dec 2029 Term Treasury ETF by 4.9% during the 1st quarter. Parallel Advisors LLC now owns 149,253 shares of the company’s stock worth $3,260,000 after purchasing an additional 7,024 shares in the last quarter.

iShares iBonds Dec 2029 Term Treasury ETF Trading Down 0.1%

IBTJ stock traded down $0.01 during midday trading on Monday, reaching $21.18. 155,113 shares of the company’s stock traded hands, compared to its average volume of 295,155. iShares iBonds Dec 2029 Term Treasury ETF has a fifty-two week low of $21.16 and a fifty-two week high of $22.13. The business has a 50-day moving average price of $21.44 and a two-hundred day moving average price of $21.60.

iShares iBonds Dec 2029 Term Treasury ETF Cuts Dividend

The firm also recently announced a monthly dividend, which will be paid on Tuesday, October 6th. Investors of record on Thursday, October 1st will be issued a dividend of $0.0668 per share. This represents a $0.80 annualized dividend and a dividend yield of 3.8%. The ex-dividend date is Thursday, October 1st. This is a negative change from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.0695.

iShares iBonds Dec 2029 Term Treasury ETF Profile

(Free Report)

The iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) is an exchange-traded fund that is based on the ICE 2029 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2029. The fund will terminate in December 2029. IBTJ was launched on Feb 25, 2020 and is managed by BlackRock.

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