Bogart Wealth LLC Acquires Shares of 3,420 iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

Bogart Wealth LLC bought a new position in iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 3,420 shares of the company’s stock, valued at approximately $76,000.

Other large investors have also made changes to their positions in the company. Scissortail Wealth Management LLC purchased a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF during the fourth quarter valued at $6,357,000. Transcend Capital Advisors LLC purchased a new position in iShares iBonds Dec 2028 Term Treasury ETF during the 4th quarter valued at about $3,104,000. Janney Montgomery Scott LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF in the 3rd quarter valued at about $760,000. KPP Advisory Services LLC purchased a new stake in shares of iShares iBonds Dec 2028 Term Treasury ETF in the third quarter worth approximately $211,000. Finally, JDM Financial Group LLC boosted its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF by 101.3% during the third quarter. JDM Financial Group LLC now owns 18,592 shares of the company’s stock worth $401,000 after purchasing an additional 9,355 shares during the period.

iShares iBonds Dec 2028 Term Treasury ETF Price Performance

IBTI stock remained flat at $21.67 during midday trading on Wednesday. 107,378 shares of the company’s stock were exchanged, compared to its average volume of 141,091. The company’s 50-day moving average price is $21.76 and its 200 day moving average price is $21.86. iShares iBonds Dec 2028 Term Treasury ETF has a 12 month low of $21.21 and a 12 month high of $22.79.

iShares iBonds Dec 2028 Term Treasury ETF Announces Dividend

The company also recently disclosed a monthly dividend, which was paid on Tuesday, May 7th. Investors of record on Thursday, May 2nd were given a dividend of $0.0717 per share. The ex-dividend date of this dividend was Wednesday, May 1st. This represents a $0.86 dividend on an annualized basis and a yield of 3.97%.

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.