United Capital Financial Advisors LLC Has $1.37 Million Stock Position in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)

United Capital Financial Advisors LLC increased its holdings in shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ) by 136.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 64,060 shares of the company’s stock after buying an additional 36,928 shares during the quarter. United Capital Financial Advisors LLC owned 0.26% of iShares iBonds Dec 2029 Term Treasury ETF worth $1,366,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Crews Bank & Trust acquired a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter valued at approximately $312,000. Montecito Bank & Trust acquired a new stake in iShares iBonds Dec 2029 Term Treasury ETF in the fourth quarter valued at approximately $222,000. Boston Family Office LLC grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 12.4% during the fourth quarter. Boston Family Office LLC now owns 79,658 shares of the company’s stock worth $1,699,000 after buying an additional 8,782 shares during the last quarter. Janney Montgomery Scott LLC grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 9.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 86,290 shares of the company’s stock worth $1,840,000 after buying an additional 7,664 shares during the last quarter. Finally, Barrett & Company Inc. increased its holdings in shares of iShares iBonds Dec 2029 Term Treasury ETF by 1,075.0% during the fourth quarter. Barrett & Company Inc. now owns 4,700 shares of the company’s stock worth $100,000 after buying an additional 4,300 shares in the last quarter.

iShares iBonds Dec 2029 Term Treasury ETF Price Performance

NASDAQ IBTJ opened at $21.79 on Friday. iShares iBonds Dec 2029 Term Treasury ETF has a twelve month low of $20.95 and a twelve month high of $22.22. The business’s fifty day moving average is $21.64 and its 200 day moving average is $21.53.

iShares iBonds Dec 2029 Term Treasury ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Friday, April 4th. Stockholders of record on Tuesday, April 1st were paid a dividend of $0.0719 per share. This represents a $0.86 dividend on an annualized basis and a dividend yield of 3.96%. This is a positive change from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.07. The ex-dividend date was Tuesday, April 1st.

iShares iBonds Dec 2029 Term Treasury ETF Company Profile

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.