Heartwood Wealth Advisors LLC Acquires 5,344 Shares of iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Heartwood Wealth Advisors LLC raised its holdings in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 709,060 shares of the company’s stock after acquiring an additional 5,344 shares during the quarter. iShares iBonds Dec 2027 Term Muni Bond ETF comprises 2.0% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 19th largest position. Heartwood Wealth Advisors LLC’s holdings in iShares iBonds Dec 2027 Term Muni Bond ETF were worth $17,826,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Confluence Investment Management LLC increased its position in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 2.5% in the 3rd quarter. Confluence Investment Management LLC now owns 41,256 shares of the company’s stock valued at $1,050,000 after buying an additional 997 shares in the last quarter. Praetorian Wealth Management Inc. raised its holdings in iShares iBonds Dec 2027 Term Muni Bond ETF by 0.5% during the 3rd quarter. Praetorian Wealth Management Inc. now owns 247,941 shares of the company’s stock worth $6,310,000 after buying an additional 1,286 shares during the period. Spinnaker Trust raised its holdings in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 6.8% during the third quarter. Spinnaker Trust now owns 30,105 shares of the company’s stock worth $766,000 after acquiring an additional 1,905 shares during the period. Parallel Advisors LLC lifted its position in iShares iBonds Dec 2027 Term Muni Bond ETF by 22.5% in the 2nd quarter. Parallel Advisors LLC now owns 17,447 shares of the company’s stock valued at $436,000 after acquiring an additional 3,210 shares in the last quarter. Finally, Captrust Financial Advisors raised its stake in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 26.5% in the 3rd quarter. Captrust Financial Advisors now owns 25,791 shares of the company’s stock valued at $656,000 after purchasing an additional 5,400 shares during the period.

iShares iBonds Dec 2027 Term Muni Bond ETF Price Performance

Shares of IBMP stock traded down $0.12 on Friday, hitting $25.17. 279,401 shares of the stock were exchanged. The business has a fifty day moving average of $25.24 and a 200-day moving average of $25.26.

iShares iBonds Dec 2027 Term Muni Bond ETF Profile

The iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks the investment results of an investment-grade U.S. municipal bonds index expected to mature or be redeemed before mid-December 2027. IBMP was launched on Apr 9, 2019 and is managed by BlackRock.