Captrust Financial Advisors Takes Position in iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI)

Posted by Defense World Staff on May 21st, 2025

Captrust Financial Advisors bought a new stake in iShares iBonds 2029 Term High Yield and Income ETF (BATS:IBHI – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 14,744 shares of the company’s stock, valued at approximately $346,000. Captrust Financial Advisors owned approximately 0.82% of iShares iBonds 2029 Term High Yield and Income ETF as of its most recent filing with the SEC.

Separately, NewEdge Advisors LLC raised its stake in shares of iShares iBonds 2029 Term High Yield and Income ETF by 35.6% in the 4th quarter. NewEdge Advisors LLC now owns 3,595 shares of the company’s stock valued at $84,000 after purchasing an additional 943 shares in the last quarter.

iShares iBonds 2029 Term High Yield and Income ETF Stock Down 0.9%

IBHI opened at $23.30 on Wednesday. The firm has a market cap of $158.41 million, a price-to-earnings ratio of 10.70 and a beta of 0.54. iShares iBonds 2029 Term High Yield and Income ETF has a fifty-two week low of $21.75 and a fifty-two week high of $24.54. The company’s 50-day moving average price is $23.01 and its 200 day moving average price is $23.41.

iShares iBonds 2029 Term High Yield and Income ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, March 6th. Investors of record on Monday, March 3rd were issued a $0.1402 dividend. This is a positive change from iShares iBonds 2029 Term High Yield and Income ETF’s previous dividend of $0.13. The ex-dividend date of this dividend was Monday, March 3rd.

iShares iBonds 2029 Term High Yield and Income ETF Profile

(Free Report)

The iShares iBonds 2029 Term High Yield and Income ETF (IBHI) is an exchange-traded fund that mostly invests in high yield fixed income. The fund tracks a market-value-weighted index of USD-denominated, high yield and BBB-rated corporate bonds maturing in 2029. The fund will terminate in December 2029.