iShares iBonds Dec 2029 Term Muni Bond ETF $IBMR Stock Sold by Evergreen Private Wealth LLC

Evergreen Private Wealth LLC lowered its holdings in shares of iShares iBonds Dec 2029 Term Muni Bond ETF (BATS:IBMR) by 63.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 51,932 shares of the company’s stock after selling 90,187 shares during the period. Evergreen Private Wealth LLC owned about 0.51% of iShares iBonds Dec 2029 Term Muni Bond ETF worth $1,284,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in IBMR. Bradley & Co. Private Wealth Management LLC purchased a new position in iShares iBonds Dec 2029 Term Muni Bond ETF in the 3rd quarter worth $268,000. Praetorian Wealth Management Inc. boosted its position in iShares iBonds Dec 2029 Term Muni Bond ETF by 2.6% during the third quarter. Praetorian Wealth Management Inc. now owns 259,842 shares of the company’s stock valued at $6,426,000 after buying an additional 6,647 shares during the period. Farther Finance Advisors LLC boosted its position in iShares iBonds Dec 2029 Term Muni Bond ETF by 698.1% during the third quarter. Farther Finance Advisors LLC now owns 6,385 shares of the company’s stock valued at $158,000 after buying an additional 5,585 shares during the period. Confluence Investment Management LLC bought a new position in shares of iShares iBonds Dec 2029 Term Muni Bond ETF during the third quarter valued at about $2,154,000. Finally, Roble Belko & Company Inc bought a new position in shares of iShares iBonds Dec 2029 Term Muni Bond ETF during the second quarter valued at about $1,771,000.

iShares iBonds Dec 2029 Term Muni Bond ETF Price Performance

Shares of BATS:IBMR opened at $25.14 on Wednesday. The stock’s 50-day moving average price is $25.00 and its 200-day moving average price is $25.31. iShares iBonds Dec 2029 Term Muni Bond ETF has a 12-month low of $24.60 and a 12-month high of $25.77.

iShares iBonds Dec 2029 Term Muni Bond ETF Profile

The iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) 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 2029. IBMR was launched on May 9, 2023 and is managed by BlackRock.