Horizons Wealth Management Makes New $2.49 Million Investment in iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Posted by Geri Gentry on Oct 5th, 2026

Horizons Wealth Management purchased a new stake in shares of iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 112,120 shares of the company’s stock, valued at approximately $2,492,000. iShares iBonds Dec 2029 Term Treasury ETF accounts for approximately 1.6% of Horizons Wealth Management’s investment portfolio, making the stock its 18th biggest holding.

Several other institutional investors have also recently made changes to their positions in IBTJ. Heartwood Wealth Advisors LLC purchased a new position in iShares iBonds Dec 2029 Term Treasury ETF during the third quarter valued at $39,285,000. Montecito Bank & Trust bought a new position in shares of iShares iBonds Dec 2029 Term Treasury ETF in the third quarter worth about $5,429,000. Confluence Investment Management LLC purchased a new position in shares of iShares iBonds Dec 2029 Term Treasury ETF during the 3rd quarter valued at about $11,674,000. Parallel Advisors LLC lifted its position in shares of iShares iBonds Dec 2029 Term Treasury ETF by 4.9% during the 1st quarter. Parallel Advisors LLC now owns 149,253 shares of the company’s stock valued at $3,260,000 after buying an additional 7,024 shares in the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of iShares iBonds Dec 2029 Term Treasury ETF by 6.5% during the 1st quarter. NewEdge Advisors LLC now owns 454,037 shares of the company’s stock valued at $9,918,000 after acquiring an additional 27,825 shares during the period.

iShares iBonds Dec 2029 Term Treasury ETF Stock Performance

Shares of NASDAQ IBTJ traded down $0.01 during midday trading on Monday, reaching $21.18. The stock had a trading volume of 155,113 shares, compared to its average volume of 295,177. iShares iBonds Dec 2029 Term Treasury ETF has a 12-month low of $21.16 and a 12-month high of $22.13. The stock has a 50-day moving average of $21.44 and a 200-day moving average of $21.60.

iShares iBonds Dec 2029 Term Treasury ETF Cuts Dividend

The company also recently declared a monthly dividend, which will be paid on Tuesday, October 6th. Shareholders of record on Thursday, October 1st will be issued a dividend of $0.0668 per share. The ex-dividend date is Thursday, October 1st. This represents a $0.80 annualized dividend and a yield of 3.8%. This is a drop from iShares iBonds Dec 2029 Term Treasury ETF’s previous monthly dividend of $0.0695.

iShares iBonds Dec 2029 Term Treasury ETF 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.