IFP Advisors Inc Has $2.14 Million Stock Holdings in iShares iBonds Dec 2027 Term Treasury ETF $IBTH

IFP Advisors Inc trimmed its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) by 34.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 95,062 shares of the company’s stock after selling 50,875 shares during the quarter. IFP Advisors Inc owned 0.12% of iShares iBonds Dec 2027 Term Treasury ETF worth $2,141,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of IBTH. High Note Wealth LLC grew its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 770.8% in the 3rd quarter. High Note Wealth LLC now owns 3,483 shares of the company’s stock valued at $78,000 after purchasing an additional 3,083 shares during the period. Beese Fulmer Investment Management Inc. lifted its position in shares of iShares iBonds Dec 2027 Term Treasury ETF by 11.5% during the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 10,104 shares of the company’s stock worth $228,000 after buying an additional 1,040 shares during the period. CNB Bank acquired a new stake in iShares iBonds Dec 2027 Term Treasury ETF in the 3rd quarter valued at $253,000. Prime Capital Investment Advisors LLC grew its position in iShares iBonds Dec 2027 Term Treasury ETF by 14.4% in the third quarter. Prime Capital Investment Advisors LLC now owns 11,797 shares of the company’s stock valued at $266,000 after acquiring an additional 1,486 shares during the period. Finally, Opus Capital Group LLC bought a new stake in iShares iBonds Dec 2027 Term Treasury ETF in the third quarter valued at $325,000.

iShares iBonds Dec 2027 Term Treasury ETF Trading Down 0.1%

iShares iBonds Dec 2027 Term Treasury ETF stock opened at $22.39 on Friday. The stock has a fifty day moving average price of $22.47 and a two-hundred day moving average price of $22.48. iShares iBonds Dec 2027 Term Treasury ETF has a 52-week low of $22.30 and a 52-week high of $22.57.

iShares iBonds Dec 2027 Term Treasury ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, March 2nd were issued a $0.0644 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) annualized dividend and a dividend yield of 3.5%.

iShares iBonds Dec 2027 Term Treasury ETF Profile

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.