Rebalance LLC Purchases 59,008 Shares of iShares iBonds Dec 2027 Term Treasury ETF $IBTH

Rebalance LLC lifted its holdings in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) by 28.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 267,135 shares of the company’s stock after purchasing an additional 59,008 shares during the quarter. iShares iBonds Dec 2027 Term Treasury ETF accounts for approximately 0.4% of Rebalance LLC’s investment portfolio, making the stock its 26th largest position. Rebalance LLC owned 0.30% of iShares iBonds Dec 2027 Term Treasury ETF worth $6,003,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. High Note Wealth LLC raised its stake in iShares iBonds Dec 2027 Term Treasury ETF by 770.8% during the third quarter. High Note Wealth LLC now owns 3,483 shares of the company’s stock valued at $78,000 after purchasing an additional 3,083 shares in the last quarter. Beese Fulmer Investment Management Inc. grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 11.5% in the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 10,104 shares of the company’s stock worth $228,000 after buying an additional 1,040 shares in the last quarter. CNB Bank purchased a new position in shares of iShares iBonds Dec 2027 Term Treasury ETF in the 3rd quarter worth $253,000. Prime Capital Investment Advisors LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Treasury ETF by 14.4% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 11,797 shares of the company’s stock worth $266,000 after buying an additional 1,486 shares during the last quarter. Finally, Opus Capital Group LLC bought a new stake in shares of iShares iBonds Dec 2027 Term Treasury ETF in the 3rd quarter worth about $325,000.

iShares iBonds Dec 2027 Term Treasury ETF Stock Performance

Shares of NASDAQ IBTH opened at $22.42 on Tuesday. iShares iBonds Dec 2027 Term Treasury ETF has a 12-month low of $22.30 and a 12-month high of $22.57. The firm’s 50-day moving average price is $22.46 and its 200-day moving average price is $22.48.

iShares iBonds Dec 2027 Term Treasury ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Shareholders of record on Monday, March 2nd were given a dividend of $0.0644 per share. The ex-dividend date was Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 3.4%.

iShares iBonds Dec 2027 Term Treasury ETF 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.