Octavia Wealth Advisors LLC Increases Position in iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB)

Octavia Wealth Advisors LLC increased its holdings in shares of iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB) by 124.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 484,701 shares of the company’s stock after purchasing an additional 268,451 shares during the period. iShares Core 5-10 Year USD Bond ETF makes up about 2.6% of Octavia Wealth Advisors LLC’s holdings, making the stock its 9th biggest position. Octavia Wealth Advisors LLC owned 9.15% of iShares Core 5-10 Year USD Bond ETF worth $21,037,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. NBC Securities Inc. bought a new position in shares of iShares Core 5-10 Year USD Bond ETF during the 1st quarter worth approximately $39,000. Howe & Rusling Inc. acquired a new position in shares of iShares Core 5-10 Year USD Bond ETF during the 4th quarter valued at $58,000. Chapman Financial Group LLC bought a new position in iShares Core 5-10 Year USD Bond ETF during the fourth quarter worth $96,000. Stratos Wealth Partners LTD. boosted its stake in iShares Core 5-10 Year USD Bond ETF by 16.9% during the fourth quarter. Stratos Wealth Partners LTD. now owns 5,975 shares of the company’s stock worth $254,000 after acquiring an additional 862 shares in the last quarter. Finally, Principal Securities Inc. grew its holdings in iShares Core 5-10 Year USD Bond ETF by 167.7% in the fourth quarter. Principal Securities Inc. now owns 6,914 shares of the company’s stock worth $293,000 after purchasing an additional 4,331 shares during the period.

iShares Core 5-10 Year USD Bond ETF Stock Down 0.6%

IMTB opened at $42.71 on Monday. The company has a fifty day moving average price of $42.93 and a two-hundred day moving average price of $42.87. iShares Core 5-10 Year USD Bond ETF has a 1-year low of $41.84 and a 1-year high of $44.89.

iShares Core 5-10 Year USD Bond ETF Company Profile

The iShares Core 5-10 Year USD Bond ETF (IMTB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a market value-weighted, USD-denominated broad bond index with maturities between five and ten years. Eligible sectors include US Treasurys, global government-related bonds, global investment-grade and high yield corporate bonds, and emerging market bonds.