Integrated Wealth Concepts LLC Boosts Holdings in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)

Integrated Wealth Concepts LLC raised its holdings in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ) by 43.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,000 shares of the company’s stock after buying an additional 14,503 shares during the quarter. Integrated Wealth Concepts LLC owned approximately 0.19% of iShares iBonds Dec 2029 Term Treasury ETF worth $1,024,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Leavell Investment Management Inc. grew its holdings in iShares iBonds Dec 2029 Term Treasury ETF by 7.0% in the 4th quarter. Leavell Investment Management Inc. now owns 15,350 shares of the company’s stock valued at $327,000 after buying an additional 1,000 shares during the period. Bank of Jackson Hole Trust purchased a new stake in iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter valued at about $42,000. PSI Advisors LLC purchased a new stake in iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter valued at about $43,000. Kohmann Bosshard Financial Services LLC purchased a new stake in iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter valued at about $47,000. Finally, JPMorgan Chase & Co. purchased a new stake in iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter valued at about $68,000.

iShares iBonds Dec 2029 Term Treasury ETF Stock Performance

IBTJ opened at $21.94 on Wednesday. iShares iBonds Dec 2029 Term Treasury ETF has a 12 month low of $20.95 and a 12 month high of $22.22. The business has a 50-day moving average of $21.71 and a two-hundred day moving average of $21.53.

iShares iBonds Dec 2029 Term Treasury ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Friday, April 4th. Stockholders of record on Tuesday, April 1st were issued a dividend of $0.0719 per share. The ex-dividend date was Tuesday, April 1st. This represents a $0.86 dividend on an annualized basis and a dividend yield of 3.93%. This is a boost from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.07.

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.