Atlantic Private Wealth LLC Purchases 26,708 Shares of iShares iBonds Dec 2027 Term Treasury ETF $IBTH

Atlantic Private Wealth LLC raised its position in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) by 15.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 195,805 shares of the company’s stock after buying an additional 26,708 shares during the period. iShares iBonds Dec 2027 Term Treasury ETF comprises approximately 2.8% of Atlantic Private Wealth LLC’s holdings, making the stock its 9th largest holding. Atlantic Private Wealth LLC’s holdings in iShares iBonds Dec 2027 Term Treasury ETF were worth $4,400,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Parallel Advisors LLC lifted its stake in shares of iShares iBonds Dec 2027 Term Treasury ETF by 1.9% during the fourth quarter. Parallel Advisors LLC now owns 135,871 shares of the company’s stock valued at $3,053,000 after acquiring an additional 2,535 shares during the period. Portland Global Advisors LLC raised its holdings in iShares iBonds Dec 2027 Term Treasury ETF by 17.4% during the 4th quarter. Portland Global Advisors LLC now owns 142,114 shares of the company’s stock worth $3,193,000 after purchasing an additional 21,100 shares during the last quarter. Thoroughbred Financial Services LLC raised its holdings in iShares iBonds Dec 2027 Term Treasury ETF by 0.9% during the 4th quarter. Thoroughbred Financial Services LLC now owns 99,574 shares of the company’s stock worth $2,237,000 after purchasing an additional 891 shares during the last quarter. PSI Advisors LLC lifted its position in iShares iBonds Dec 2027 Term Treasury ETF by 24.7% during the 4th quarter. PSI Advisors LLC now owns 34,590 shares of the company’s stock valued at $777,000 after purchasing an additional 6,850 shares during the period. Finally, High Note Wealth LLC lifted its position in iShares iBonds Dec 2027 Term Treasury ETF by 282.4% during the 4th quarter. High Note Wealth LLC now owns 13,318 shares of the company’s stock valued at $299,000 after purchasing an additional 9,835 shares during the period.

iShares iBonds Dec 2027 Term Treasury ETF Stock Down 0.0%

Shares of NASDAQ IBTH opened at $22.33 on Friday. The firm’s 50-day moving average is $22.39 and its 200-day moving average is $22.44. iShares iBonds Dec 2027 Term Treasury ETF has a 1 year low of $22.30 and a 1 year high of $22.55.

iShares iBonds Dec 2027 Term Treasury ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, June 1st were paid a dividend of $0.0705 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.8%. This is a boost from iShares iBonds Dec 2027 Term Treasury ETF’s previous monthly dividend of $0.07. The ex-dividend date of this dividend was Monday, June 1st.

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.