Confluence Investment Management LLC Buys New Shares in iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Posted by on Oct 1st, 2026

Confluence Investment Management LLC bought a new position in shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 542,665 shares of the company’s stock, valued at approximately $11,674,000. Confluence Investment Management LLC owned approximately 0.81% of iShares iBonds Dec 2029 Term Treasury ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Hughes Financial Services LLC acquired a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF in the 4th quarter worth $2,152,000. Janney Montgomery Scott LLC raised its stake in iShares iBonds Dec 2029 Term Treasury ETF by 59.2% during the first quarter. Janney Montgomery Scott LLC now owns 254,141 shares of the company’s stock worth $5,551,000 after purchasing an additional 94,538 shares during the period. NewEdge Advisors LLC boosted its holdings in iShares iBonds Dec 2029 Term Treasury ETF by 6.5% in the 1st quarter. NewEdge Advisors LLC now owns 454,037 shares of the company’s stock valued at $9,918,000 after purchasing an additional 27,825 shares during the last quarter. Midwest Professional Planners LTD. boosted its holdings in iShares iBonds Dec 2029 Term Treasury ETF by 87.3% in the 1st quarter. Midwest Professional Planners LTD. now owns 57,797 shares of the company’s stock valued at $1,262,000 after purchasing an additional 26,938 shares during the last quarter. Finally, Boston Family Office LLC grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 14.9% in the 4th quarter. Boston Family Office LLC now owns 126,211 shares of the company’s stock valued at $2,770,000 after buying an additional 16,345 shares during the period.

iShares iBonds Dec 2029 Term Treasury ETF Stock Down 0.1%

Shares of NASDAQ IBTJ traded down $0.03 during midday trading on Thursday, reaching $21.20. 132,121 shares of the stock were exchanged, compared to its average volume of 292,588. The company has a 50 day simple moving average of $21.45 and a 200 day simple moving average of $21.61. iShares iBonds Dec 2029 Term Treasury ETF has a twelve month low of $21.16 and a twelve month high of $22.13.

iShares iBonds Dec 2029 Term Treasury ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Tuesday, October 6th. Investors of record on Thursday, October 1st will be given a $0.0668 dividend. The ex-dividend date is Thursday, October 1st. This is a negative change from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.0695. This represents a $0.80 annualized dividend and a yield of 3.8%.

iShares iBonds Dec 2029 Term Treasury ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)

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