iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) Shares Acquired by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC grew its stake in iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) by 91.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,373 shares of the company’s stock after buying an additional 31,254 shares during the period. United Capital Financial Advisors LLC owned 0.16% of iShares iBonds Dec 2028 Term Treasury ETF worth $1,432,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in IBTI. Leavell Investment Management Inc. lifted its stake in iShares iBonds Dec 2028 Term Treasury ETF by 46.2% during the 4th quarter. Leavell Investment Management Inc. now owns 57,046 shares of the company’s stock valued at $1,250,000 after acquiring an additional 18,028 shares during the period. Montecito Bank & Trust purchased a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF during the fourth quarter worth $302,000. Boston Family Office LLC lifted its position in iShares iBonds Dec 2028 Term Treasury ETF by 18.0% during the fourth quarter. Boston Family Office LLC now owns 89,192 shares of the company’s stock valued at $1,954,000 after purchasing an additional 13,633 shares during the period. Crews Bank & Trust purchased a new stake in iShares iBonds Dec 2028 Term Treasury ETF in the fourth quarter valued at $289,000. Finally, Janney Montgomery Scott LLC grew its position in iShares iBonds Dec 2028 Term Treasury ETF by 11.2% during the 4th quarter. Janney Montgomery Scott LLC now owns 104,117 shares of the company’s stock worth $2,281,000 after purchasing an additional 10,527 shares during the period.

iShares iBonds Dec 2028 Term Treasury ETF Price Performance

Shares of IBTI stock opened at $22.28 on Friday. iShares iBonds Dec 2028 Term Treasury ETF has a 52-week low of $21.47 and a 52-week high of $22.61. The business has a 50-day simple moving average of $22.14 and a 200-day simple moving average of $22.04.

iShares iBonds Dec 2028 Term Treasury ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, April 4th. Shareholders of record on Tuesday, April 1st were given a $0.0752 dividend. This represents a $0.90 annualized dividend and a yield of 4.05%. The ex-dividend date was Tuesday, April 1st. This is a positive change from iShares iBonds Dec 2028 Term Treasury ETF’s previous monthly dividend of $0.07.

iShares iBonds Dec 2028 Term Treasury ETF Company Profile

The iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is an exchange-traded fund that is based on the ICE 2028 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2028. The fund will terminate in December 2028. IBTI was launched on Feb 25, 2020 and is managed by BlackRock.