Atlantic Private Wealth LLC Has $5.68 Million Stock Holdings in iShares iBonds Dec 2034 Term Treasury ETF $IBTP

Atlantic Private Wealth LLC lifted its holdings in iShares iBonds Dec 2034 Term Treasury ETF (NASDAQ:IBTP) by 24.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 219,045 shares of the company’s stock after purchasing an additional 42,927 shares during the quarter. iShares iBonds Dec 2034 Term Treasury ETF accounts for approximately 3.7% of Atlantic Private Wealth LLC’s investment portfolio, making the stock its 6th biggest holding. Atlantic Private Wealth LLC owned 2.61% of iShares iBonds Dec 2034 Term Treasury ETF worth $5,675,000 at the end of the most recent quarter.

Separately, Atlantic Union Bankshares Corp increased its stake in iShares iBonds Dec 2034 Term Treasury ETF by 8.7% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 789,078 shares of the company’s stock valued at $20,283,000 after buying an additional 63,360 shares during the last quarter.

iShares iBonds Dec 2034 Term Treasury ETF Stock Performance

iShares iBonds Dec 2034 Term Treasury ETF stock opened at $25.77 on Friday. The firm has a 50-day moving average of $25.88 and a 200-day moving average of $25.84. iShares iBonds Dec 2034 Term Treasury ETF has a one year low of $24.74 and a one year high of $26.26.

iShares iBonds Dec 2034 Term Treasury ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Wednesday, December 24th. Shareholders of record on Friday, December 19th were paid a $0.0893 dividend. This represents a c) dividend on an annualized basis and a yield of 4.2%. The ex-dividend date was Friday, December 19th.

iShares iBonds Dec 2034 Term Treasury ETF Profile

The iShares iBonds Dec 2034 Term Treasury ETF (IBTP) is an exchange-traded fund that is based on the ICE 2034 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2034. The fund will terminate in December 2034. IBTP was launched on Jun 11, 2024 and is issued by BlackRock.