iShares iBonds Dec 2029 Term Treasury ETF $IBTJ Holdings Raised by NewEdge Advisors LLC

NewEdge Advisors LLC raised its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ) by 6.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 454,037 shares of the company’s stock after buying an additional 27,825 shares during the period. NewEdge Advisors LLC owned about 0.81% of iShares iBonds Dec 2029 Term Treasury ETF worth $9,918,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Basepoint Wealth LLC acquired a new position in iShares iBonds Dec 2029 Term Treasury ETF in the 1st quarter worth about $44,000. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 4th quarter valued at about $48,000. High Note Wealth LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 4th quarter valued at about $61,000. Pinnacle Bancorp Inc. grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 14.9% in the 1st quarter. Pinnacle Bancorp Inc. now owns 5,277 shares of the company’s stock valued at $115,000 after buying an additional 683 shares in the last quarter. Finally, Towne Trust Company N.A grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 1,105.1% in the 4th quarter. Towne Trust Company N.A now owns 8,436 shares of the company’s stock valued at $185,000 after buying an additional 7,736 shares in the last quarter.

iShares iBonds Dec 2029 Term Treasury ETF Stock Performance

NASDAQ:IBTJ opened at $21.55 on Monday. The stock’s 50 day moving average price is $21.58 and its 200 day moving average price is $21.75. iShares iBonds Dec 2029 Term Treasury ETF has a 52 week low of $21.49 and a 52 week high of $22.13.

iShares iBonds Dec 2029 Term Treasury ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, August 6th. Stockholders of record on Monday, August 3rd were paid a dividend of $0.0686 per share. This is a positive change from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.07. The ex-dividend date was Monday, August 3rd. This represents a c) annualized dividend and a dividend yield of 3.8%.

About iShares iBonds Dec 2029 Term Treasury ETF

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.