Integrated Wealth Concepts LLC Has $9.80 Million Position in iShares iBonds Dec 2028 Term Treasury ETF $IBTI

Integrated Wealth Concepts LLC boosted its holdings in iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) by 28.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 437,722 shares of the company’s stock after acquiring an additional 97,565 shares during the period. Integrated Wealth Concepts LLC owned 0.81% of iShares iBonds Dec 2028 Term Treasury ETF worth $9,798,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Ameriprise Financial Inc. increased its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF by 70.7% in the third quarter. Ameriprise Financial Inc. now owns 371,121 shares of the company’s stock valued at $8,290,000 after purchasing an additional 153,700 shares during the last quarter. Strategic Blueprint LLC lifted its stake in shares of iShares iBonds Dec 2028 Term Treasury ETF by 90.7% during the 3rd quarter. Strategic Blueprint LLC now owns 236,232 shares of the company’s stock worth $5,288,000 after buying an additional 112,374 shares during the last quarter. Baird Financial Group Inc. lifted its stake in shares of iShares iBonds Dec 2028 Term Treasury ETF by 86.8% during the 2nd quarter. Baird Financial Group Inc. now owns 124,018 shares of the company’s stock worth $2,773,000 after buying an additional 57,628 shares during the last quarter. Montecito Bank & Trust bought a new stake in shares of iShares iBonds Dec 2028 Term Treasury ETF during the 3rd quarter worth about $1,289,000. Finally, Boston Family Office LLC boosted its holdings in shares of iShares iBonds Dec 2028 Term Treasury ETF by 36.0% during the 2nd quarter. Boston Family Office LLC now owns 180,163 shares of the company’s stock worth $4,028,000 after buying an additional 47,668 shares during the period.

iShares iBonds Dec 2028 Term Treasury ETF Trading Up 0.2%

Shares of IBTI opened at $22.31 on Tuesday. iShares iBonds Dec 2028 Term Treasury ETF has a 52 week low of $22.09 and a 52 week high of $22.49. The firm’s 50-day simple moving average is $22.37 and its 200 day simple moving average is $22.38.

iShares iBonds Dec 2028 Term Treasury ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Stockholders of record on Monday, March 2nd were issued a dividend of $0.064 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Monday, March 2nd.

About iShares iBonds Dec 2028 Term Treasury ETF

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.