Confluence Investment Management LLC Lowers Stock Holdings in iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Confluence Investment Management LLC reduced its position in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ) by 0.6% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 531,810 shares of the company’s stock after selling 3,026 shares during the period. Confluence Investment Management LLC owned about 1.78% of iShares iBonds Dec 2029 Term Treasury ETF worth $11,657,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Captrust Financial Advisors grew its stake in iShares iBonds Dec 2029 Term Treasury ETF by 204.1% in the 4th quarter. Captrust Financial Advisors now owns 49,490 shares of the company’s stock worth $1,055,000 after acquiring an additional 33,214 shares during the period. Lowe Wealth Advisors LLC purchased a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 1st quarter valued at $119,000. Bank of New York Mellon Corp purchased a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 1st quarter valued at $306,000. Private Trust Co. NA purchased a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 1st quarter valued at $112,000. Finally, Bank of Jackson Hole Trust grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 73.2% during the 1st quarter. Bank of Jackson Hole Trust now owns 3,388 shares of the company’s stock valued at $74,000 after buying an additional 1,432 shares during the period.

iShares iBonds Dec 2029 Term Treasury ETF Price Performance

Shares of NASDAQ IBTJ opened at $22.00 on Friday. iShares iBonds Dec 2029 Term Treasury ETF has a 52-week low of $21.15 and a 52-week high of $22.22. The firm has a fifty day moving average of $21.86 and a 200-day moving average of $21.77.

iShares iBonds Dec 2029 Term Treasury ETF Announces Dividend

The business also recently disclosed a monthly dividend, which was paid on Friday, September 5th. Stockholders of record on Tuesday, September 2nd were paid a dividend of $0.072 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a c) annualized dividend and a dividend yield of 3.9%.

iShares iBonds Dec 2029 Term Treasury ETF Profile

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.