Heartwood Wealth Advisors LLC Purchases 504,949 Shares of iShares iBonds Dec 2030 Term Treasury ETF $IBTK

Heartwood Wealth Advisors LLC acquired a new position in shares of iShares iBonds Dec 2030 Term Treasury ETF (NASDAQ:IBTK) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 504,949 shares of the company’s stock, valued at approximately $9,589,000. iShares iBonds Dec 2030 Term Treasury ETF comprises about 0.8% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 29th largest position.

Several other hedge funds have also made changes to their positions in IBTK. NewEdge Advisors LLC lifted its position in iShares iBonds Dec 2030 Term Treasury ETF by 6.6% during the 1st quarter. NewEdge Advisors LLC now owns 500,133 shares of the company’s stock worth $9,863,000 after acquiring an additional 30,944 shares during the period. Confluence Investment Management LLC acquired a new stake in shares of iShares iBonds Dec 2030 Term Treasury ETF during the 3rd quarter valued at approximately $5,893,000. Heartland Bank & Trust Co purchased a new stake in iShares iBonds Dec 2030 Term Treasury ETF during the second quarter worth $4,286,000. Janney Montgomery Scott LLC increased its position in shares of iShares iBonds Dec 2030 Term Treasury ETF by 62.4% in the first quarter. Janney Montgomery Scott LLC now owns 188,443 shares of the company’s stock valued at $3,716,000 after buying an additional 72,374 shares in the last quarter. Finally, Parallel Advisors LLC increased its position in shares of iShares iBonds Dec 2030 Term Treasury ETF by 9.4% in the first quarter. Parallel Advisors LLC now owns 181,965 shares of the company’s stock valued at $3,588,000 after buying an additional 15,559 shares in the last quarter.

iShares iBonds Dec 2030 Term Treasury ETF Price Performance

Shares of iShares iBonds Dec 2030 Term Treasury ETF stock traded down $0.01 on Monday, hitting $18.93. The company’s stock had a trading volume of 216,979 shares, compared to its average volume of 283,646. iShares iBonds Dec 2030 Term Treasury ETF has a 52-week low of $18.91 and a 52-week high of $20.07. The firm has a fifty day moving average price of $19.27 and a 200-day moving average price of $19.46.

iShares iBonds Dec 2030 Term Treasury ETF Cuts Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, October 6th. Stockholders of record on Thursday, October 1st will be given a $0.0591 dividend. This is a drop from iShares iBonds Dec 2030 Term Treasury ETF’s previous monthly dividend of $0.0619. This represents a $0.71 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Thursday, October 1st.

iShares iBonds Dec 2030 Term Treasury ETF Profile

The iShares iBonds Dec 2030 Term Treasury ETF (IBTK) is an exchange-traded fund that is based on the ICE 2030 Maturity US Treasury index. The fund tracks a market value-weighted index of US Treasury bonds maturing between January and December 2030. The fund will terminate in December 2030. IBTK was launched on Jul 14, 2020 and is managed by BlackRock.