Rebalance LLC Grows Position in iShares iBonds Dec 2028 Term Treasury ETF $IBTI

Rebalance LLC raised its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) by 47.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 264,893 shares of the company’s stock after purchasing an additional 85,759 shares during the period. iShares iBonds Dec 2028 Term Treasury ETF accounts for about 0.3% of Rebalance LLC’s portfolio, making the stock its 27th largest position. Rebalance LLC owned 0.40% of iShares iBonds Dec 2028 Term Treasury ETF worth $5,924,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of IBTI. High Note Wealth LLC purchased a new stake in shares of iShares iBonds Dec 2028 Term Treasury ETF in the 3rd quarter worth approximately $29,000. Horizons Wealth Management increased its holdings in iShares iBonds Dec 2028 Term Treasury ETF by 115.0% during the third quarter. Horizons Wealth Management now owns 3,331 shares of the company’s stock valued at $75,000 after buying an additional 1,782 shares during the period. OLD Point Trust & Financial Services N A increased its holdings in iShares iBonds Dec 2028 Term Treasury ETF by 166.7% during the third quarter. OLD Point Trust & Financial Services N A now owns 5,600 shares of the company’s stock valued at $125,000 after buying an additional 3,500 shares during the period. Prime Capital Investment Advisors LLC raised its stake in iShares iBonds Dec 2028 Term Treasury ETF by 13.5% in the third quarter. Prime Capital Investment Advisors LLC now owns 12,599 shares of the company’s stock worth $282,000 after buying an additional 1,494 shares in the last quarter. Finally, Old Port Advisors bought a new position in iShares iBonds Dec 2028 Term Treasury ETF in the fourth quarter worth approximately $302,000.

iShares iBonds Dec 2028 Term Treasury ETF Stock Performance

iShares iBonds Dec 2028 Term Treasury ETF stock opened at $22.26 on Tuesday. The business has a fifty day moving average of $22.34 and a two-hundred day moving average of $22.37. iShares iBonds Dec 2028 Term Treasury ETF has a twelve month low of $22.09 and a twelve month high of $22.49.

iShares iBonds Dec 2028 Term Treasury ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were paid a dividend of $0.064 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Monday, March 2nd.

About iShares iBonds Dec 2028 Term Treasury ETF

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.