Oak Family Advisors LLC Takes Position in iShares iBonds Dec 2028 Term Treasury ETF $IBTI

Oak Family Advisors LLC acquired a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF (NASDAQ:IBTI) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 274,078 shares of the company’s stock, valued at approximately $6,107,000. iShares iBonds Dec 2028 Term Treasury ETF accounts for about 1.7% of Oak Family Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Oak Family Advisors LLC owned approximately 0.37% of iShares iBonds Dec 2028 Term Treasury ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IBTI. Horizons Wealth Management boosted its holdings in iShares iBonds Dec 2028 Term Treasury ETF by 1,421.6% during the fourth quarter. Horizons Wealth Management now owns 50,686 shares of the company’s stock worth $1,134,000 after buying an additional 47,355 shares during the last quarter. Integrated Wealth Concepts LLC grew its position in shares of iShares iBonds Dec 2028 Term Treasury ETF by 28.7% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 437,722 shares of the company’s stock worth $9,798,000 after buying an additional 97,565 shares during the period. Gould Asset Management LLC CA acquired a new position in shares of iShares iBonds Dec 2028 Term Treasury ETF during the 4th quarter worth about $2,102,000. Thoroughbred Financial Services LLC increased its stake in shares of iShares iBonds Dec 2028 Term Treasury ETF by 22.7% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 161,909 shares of the company’s stock valued at $3,624,000 after acquiring an additional 29,909 shares during the last quarter. Finally, Rebalance LLC increased its stake in shares of iShares iBonds Dec 2028 Term Treasury ETF by 47.9% in the 4th quarter. Rebalance LLC now owns 264,893 shares of the company’s stock valued at $5,924,000 after acquiring an additional 85,759 shares during the last quarter.

iShares iBonds Dec 2028 Term Treasury ETF Trading Up 0.2%

Shares of NASDAQ:IBTI opened at $22.13 on Thursday. The firm’s 50 day simple moving average is $22.16 and its 200 day simple moving average is $22.28. iShares iBonds Dec 2028 Term Treasury ETF has a fifty-two week low of $22.06 and a fifty-two week high of $22.49.

iShares iBonds Dec 2028 Term Treasury ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, June 1st were paid a $0.0703 dividend. The ex-dividend date of this dividend was Monday, June 1st. This is a boost from iShares iBonds Dec 2028 Term Treasury ETF’s previous monthly dividend of $0.07. This represents a c) annualized dividend and a yield of 3.8%.

iShares iBonds Dec 2028 Term Treasury ETF Company Profile

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.