United Capital Financial Advisors LLC Raises Position in iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

United Capital Financial Advisors LLC lifted its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) by 7.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 90,139 shares of the company’s stock after acquiring an additional 6,167 shares during the quarter. United Capital Financial Advisors LLC owned 0.72% of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2,270,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. JPMorgan Chase & Co. purchased a new stake in iShares iBonds Dec 2028 Term Muni Bond ETF during the 3rd quarter worth about $1,756,000. Jones Financial Companies Lllp increased its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF by 69.8% during the fourth quarter. Jones Financial Companies Lllp now owns 6,719 shares of the company’s stock worth $169,000 after buying an additional 2,761 shares during the period. Spinnaker Trust raised its holdings in iShares iBonds Dec 2028 Term Muni Bond ETF by 125.8% in the fourth quarter. Spinnaker Trust now owns 43,245 shares of the company’s stock valued at $1,089,000 after acquiring an additional 24,095 shares in the last quarter. Hills Bank & Trust Co raised its holdings in iShares iBonds Dec 2028 Term Muni Bond ETF by 10.9% in the fourth quarter. Hills Bank & Trust Co now owns 328,783 shares of the company’s stock valued at $8,279,000 after acquiring an additional 32,294 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC lifted its stake in iShares iBonds Dec 2028 Term Muni Bond ETF by 0.8% in the fourth quarter. Heartwood Wealth Advisors LLC now owns 235,088 shares of the company’s stock worth $5,920,000 after acquiring an additional 1,835 shares during the last quarter.

iShares iBonds Dec 2028 Term Muni Bond ETF Price Performance

Shares of BATS:IBMQ opened at $25.05 on Friday. iShares iBonds Dec 2028 Term Muni Bond ETF has a 52 week low of $24.72 and a 52 week high of $25.66. The company’s 50 day moving average is $25.23 and its two-hundred day moving average is $25.29.

iShares iBonds Dec 2028 Term Muni Bond ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Thursday, March 6th. Investors of record on Monday, March 3rd were issued a $0.0551 dividend. The ex-dividend date of this dividend was Monday, March 3rd. This is a positive change from iShares iBonds Dec 2028 Term Muni Bond ETF’s previous dividend of $0.05.

About iShares iBonds Dec 2028 Term Muni Bond ETF

The iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks the investment results of an investment-grade U.S. municipal bonds index expected to mature or be redeemed before mid-December 2028. IBMQ was launched on Apr 16, 2019 and is managed by BlackRock.