Basepoint Wealth LLC Takes $510,000 Position in iShares iBonds Dec 2028 Term Treasury ETF $IBTI

Basepoint Wealth LLC purchased a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 22,875 shares of the company’s stock, valued at approximately $510,000.

Several other institutional investors have also recently made changes to their positions in IBTI. United Capital Financial Advisors LLC lifted its holdings in iShares iBonds Dec 2028 Term Treasury ETF by 63.9% in the third quarter. United Capital Financial Advisors LLC now owns 797,841 shares of the company’s stock valued at $17,860,000 after acquiring an additional 310,968 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in iShares iBonds Dec 2028 Term Treasury ETF by 34.4% during the fourth quarter. Integrated Wealth Concepts LLC now owns 588,449 shares of the company’s stock worth $13,161,000 after acquiring an additional 150,727 shares during the last quarter. Ameriprise Financial Inc. increased its stake in iShares iBonds Dec 2028 Term Treasury ETF by 70.7% during the third quarter. Ameriprise Financial Inc. now owns 371,121 shares of the company’s stock worth $8,290,000 after acquiring an additional 153,700 shares during the last quarter. NewEdge Advisors LLC raised its position in iShares iBonds Dec 2028 Term Treasury ETF by 3.8% in the fourth quarter. NewEdge Advisors LLC now owns 335,732 shares of the company’s stock valued at $7,509,000 after purchasing an additional 12,369 shares during the period. Finally, Titleist Asset Management LLC raised its position in iShares iBonds Dec 2028 Term Treasury ETF by 0.8% in the fourth quarter. Titleist Asset Management LLC now owns 300,987 shares of the company’s stock valued at $6,732,000 after purchasing an additional 2,282 shares during the period.

iShares iBonds Dec 2028 Term Treasury ETF Price Performance

Shares of iShares iBonds Dec 2028 Term Treasury ETF stock opened at $22.11 on Monday. iShares iBonds Dec 2028 Term Treasury ETF has a 52 week low of $22.04 and a 52 week high of $22.49. The business’s fifty day simple moving average is $22.11 and its 200-day simple moving average is $22.25.

iShares iBonds Dec 2028 Term Treasury ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Tuesday, July 7th. Investors of record on Wednesday, July 1st were issued a $0.0679 dividend. This represents a c) annualized dividend and a yield of 3.7%. The ex-dividend date was Wednesday, July 1st.

iShares iBonds Dec 2028 Term Treasury ETF Company Profile

The iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is an exchange-traded fund that is based on the ICE 2028 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2028. The fund will terminate in December 2028. IBTI was launched on Feb 25, 2020 and is managed by BlackRock.