Eldridge Investment Advisors Inc. Has $2.54 Million Holdings in iShares iBonds Dec 2027 Term Treasury ETF $IBTH

Eldridge Investment Advisors Inc. increased its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) by 37.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 112,809 shares of the company’s stock after purchasing an additional 30,816 shares during the period. Eldridge Investment Advisors Inc. owned approximately 0.13% of iShares iBonds Dec 2027 Term Treasury ETF worth $2,535,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IBTH. United Capital Financial Advisors LLC grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 62.0% during the third quarter. United Capital Financial Advisors LLC now owns 803,412 shares of the company’s stock worth $18,093,000 after purchasing an additional 307,527 shares during the period. Ameriprise Financial Inc. grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 53.9% during the third quarter. Ameriprise Financial Inc. now owns 248,385 shares of the company’s stock worth $5,576,000 after purchasing an additional 86,960 shares during the period. Integrated Wealth Concepts LLC grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 8.1% during the third quarter. Integrated Wealth Concepts LLC now owns 1,089,080 shares of the company’s stock worth $24,526,000 after purchasing an additional 81,760 shares during the period. Klaas Financial Asset Advisors LLC acquired a new position in iShares iBonds Dec 2027 Term Treasury ETF in the fourth quarter valued at about $1,468,000. Finally, Rebalance LLC grew its stake in iShares iBonds Dec 2027 Term Treasury ETF by 28.4% in the fourth quarter. Rebalance LLC now owns 267,135 shares of the company’s stock valued at $6,003,000 after acquiring an additional 59,008 shares during the period.

iShares iBonds Dec 2027 Term Treasury ETF Price Performance

NASDAQ:IBTH opened at $22.34 on Tuesday. iShares iBonds Dec 2027 Term Treasury ETF has a 1 year low of $22.31 and a 1 year high of $22.55. The stock has a 50-day moving average price of $22.39 and a two-hundred day moving average price of $22.44.

iShares iBonds Dec 2027 Term Treasury ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, June 1st were paid a $0.0705 dividend. The ex-dividend date of this dividend was Monday, June 1st. This is a positive change from iShares iBonds Dec 2027 Term Treasury ETF’s previous monthly dividend of $0.07. This represents a c) dividend on an annualized basis and a yield of 3.8%.

iShares iBonds Dec 2027 Term Treasury ETF Company Profile

The iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is an exchange-traded fund that is based on the ICE 2027 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2027. The fund will terminate in December 2027. IBTH was launched on Feb 25, 2020 and is managed by BlackRock.