274,078 Shares in iShares iBonds Dec 2028 Term Treasury ETF $IBTI Bought by Oak Family Advisors LLC

Oak Family Advisors LLC bought a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 274,078 shares of the company’s stock, valued at approximately $6,107,000. iShares iBonds Dec 2028 Term Treasury ETF makes up approximately 1.7% of Oak Family Advisors LLC’s portfolio, making the stock its 23rd largest position.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. NewEdge Advisors LLC increased its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF by 3.8% in the fourth quarter. NewEdge Advisors LLC now owns 335,732 shares of the company’s stock worth $7,509,000 after acquiring an additional 12,369 shares in the last quarter. Advisory Services Network LLC bought a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF during the 4th quarter valued at about $269,000. Captrust Financial Advisors lifted its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF by 99.3% during the 4th quarter. Captrust Financial Advisors now owns 104,509 shares of the company’s stock valued at $2,337,000 after purchasing an additional 52,072 shares in the last quarter. Gould Asset Management LLC CA acquired a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF in the 4th quarter valued at approximately $2,102,000. Finally, Integrated Wealth Concepts LLC grew its position in shares of iShares iBonds Dec 2028 Term Treasury ETF by 34.4% in the 4th quarter. Integrated Wealth Concepts LLC now owns 588,449 shares of the company’s stock valued at $13,161,000 after purchasing an additional 150,727 shares during the period.

iShares iBonds Dec 2028 Term Treasury ETF Price Performance

NASDAQ IBTI opened at $22.13 on Thursday. The business has a 50 day simple moving average of $22.16 and a 200 day simple moving average of $22.28. iShares iBonds Dec 2028 Term Treasury ETF has a 52-week low of $22.06 and a 52-week high of $22.49.

iShares iBonds Dec 2028 Term Treasury ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were issued a $0.0703 dividend. This represents a c) annualized dividend and a dividend yield of 3.8%. This is a boost from iShares iBonds Dec 2028 Term Treasury ETF’s previous monthly dividend of $0.07. The ex-dividend date was Monday, June 1st.

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.