Kovitz Investment Group Partners LLC Sells 24,008 Shares of iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)

Kovitz Investment Group Partners LLC trimmed its position in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH) by 51.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,748 shares of the company’s stock after selling 24,008 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares iBonds Dec 2027 Term Treasury ETF were worth $505,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of IBTH. Integrated Wealth Concepts LLC boosted its position in shares of iShares iBonds Dec 2027 Term Treasury ETF by 12.7% in the 4th quarter. Integrated Wealth Concepts LLC now owns 915,265 shares of the company’s stock worth $20,316,000 after purchasing an additional 103,344 shares in the last quarter. Portland Global Advisors LLC acquired a new stake in iShares iBonds Dec 2027 Term Treasury ETF in the fourth quarter worth about $2,140,000. Hughes Financial Services LLC purchased a new stake in shares of iShares iBonds Dec 2027 Term Treasury ETF during the fourth quarter worth about $1,977,000. Boston Family Office LLC increased its holdings in shares of iShares iBonds Dec 2027 Term Treasury ETF by 78.8% during the fourth quarter. Boston Family Office LLC now owns 180,267 shares of the company’s stock valued at $4,001,000 after acquiring an additional 79,423 shares in the last quarter. Finally, Confluence Investment Management LLC raised its position in shares of iShares iBonds Dec 2027 Term Treasury ETF by 4.6% in the 4th quarter. Confluence Investment Management LLC now owns 1,417,941 shares of the company’s stock valued at $31,474,000 after purchasing an additional 61,970 shares during the last quarter.

iShares iBonds Dec 2027 Term Treasury ETF Price Performance

NASDAQ:IBTH opened at $22.44 on Friday. iShares iBonds Dec 2027 Term Treasury ETF has a twelve month low of $21.83 and a twelve month high of $22.70. The company’s 50 day moving average is $22.40 and its two-hundred day moving average is $22.29.

iShares iBonds Dec 2027 Term Treasury ETF Cuts Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, May 6th. Investors of record on Thursday, May 1st will be given a $0.0746 dividend. This represents a $0.90 annualized dividend and a dividend yield of 3.99%. The ex-dividend date of this dividend is Thursday, May 1st.

iShares iBonds Dec 2027 Term Treasury ETF Profile

The iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is an exchange-traded fund that is based on the ICE 2027 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2027. The fund will terminate in December 2027. IBTH was launched on Feb 25, 2020 and is managed by BlackRock.