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

Basepoint Wealth LLC acquired a new stake in iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTIFree Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 22,875 shares of the company’s stock, valued at approximately $510,000.

A number of other institutional investors have also recently made changes to their positions in IBTI. United Capital Financial Advisors LLC grew its holdings in shares of 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 purchasing an additional 310,968 shares in the last quarter. Oak Family Advisors LLC acquired a new stake in iShares iBonds Dec 2028 Term Treasury ETF during the 1st quarter worth approximately $6,107,000. Ameriprise Financial Inc. boosted its position in iShares iBonds Dec 2028 Term Treasury ETF by 70.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 371,121 shares of the company’s stock valued at $8,290,000 after buying an additional 153,700 shares during the period. Integrated Wealth Concepts LLC boosted its position in iShares iBonds Dec 2028 Term Treasury ETF by 34.4% in the 4th quarter. Integrated Wealth Concepts LLC now owns 588,449 shares of the company’s stock valued at $13,161,000 after buying an additional 150,727 shares during the period. Finally, Collaborative Fund Advisors LLC purchased a new position in iShares iBonds Dec 2028 Term Treasury ETF in the 1st quarter valued at approximately $3,209,000.

iShares iBonds Dec 2028 Term Treasury ETF Stock Performance

NASDAQ:IBTI opened at $22.11 on Monday. The company has a fifty day simple moving average of $22.11 and a two-hundred day simple moving average of $22.25. iShares iBonds Dec 2028 Term Treasury ETF has a 52 week low of $22.04 and a 52 week high of $22.49.

iShares iBonds Dec 2028 Term Treasury ETF Cuts Dividend

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

About iShares iBonds Dec 2028 Term Treasury ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI)

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