Bogart Wealth LLC Makes New $75,000 Investment in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)

Bogart Wealth LLC purchased a new stake in shares of iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 3,370 shares of the company’s stock, valued at approximately $75,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of IBTH. Janney Montgomery Scott LLC acquired a new position in iShares iBonds Dec 2027 Term Treasury ETF during the third quarter worth about $2,557,000. Montecito Bank & Trust grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 341.0% in the 4th quarter. Montecito Bank & Trust now owns 50,514 shares of the company’s stock worth $1,131,000 after purchasing an additional 39,059 shares during the last quarter. Leavell Investment Management Inc. acquired a new position in shares of iShares iBonds Dec 2027 Term Treasury ETF in the 4th quarter worth approximately $536,000. AllSquare Wealth Management LLC raised its holdings in shares of iShares iBonds Dec 2027 Term Treasury ETF by 3,653.6% in the 3rd quarter. AllSquare Wealth Management LLC now owns 20,645 shares of the company’s stock worth $451,000 after purchasing an additional 20,095 shares in the last quarter. Finally, Strategic Blueprint LLC acquired a new stake in iShares iBonds Dec 2027 Term Treasury ETF during the fourth quarter valued at approximately $315,000.

iShares iBonds Dec 2027 Term Treasury ETF Stock Performance

NASDAQ:IBTH remained flat at $21.94 during trading hours on Wednesday. 197,617 shares of the company were exchanged, compared to its average volume of 174,753. iShares iBonds Dec 2027 Term Treasury ETF has a 1 year low of $21.58 and a 1 year high of $22.91. The stock has a 50 day moving average price of $22.02 and a 200-day moving average price of $22.10.

iShares iBonds Dec 2027 Term Treasury ETF Dividend Announcement

The business also recently announced a monthly dividend, which was paid on Tuesday, May 7th. Investors of record on Thursday, May 2nd were issued a $0.0734 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 4.01%. The ex-dividend date was Wednesday, May 1st.

About iShares iBonds Dec 2027 Term Treasury ETF

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.