Bogart Wealth LLC Takes $69,000 Position in iShares iBonds Dec 2024 Term Treasury ETF (NASDAQ:IBTE)

Bogart Wealth LLC purchased a new position in iShares iBonds Dec 2024 Term Treasury ETF (NASDAQ:IBTE) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,874 shares of the company’s stock, valued at approximately $69,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. JDM Financial Group LLC raised its holdings in shares of iShares iBonds Dec 2024 Term Treasury ETF by 6.4% during the 3rd quarter. JDM Financial Group LLC now owns 16,647 shares of the company’s stock worth $397,000 after acquiring an additional 1,005 shares during the period. Mascoma Wealth Management LLC raised its stake in iShares iBonds Dec 2024 Term Treasury ETF by 10.0% during the fourth quarter. Mascoma Wealth Management LLC now owns 15,103 shares of the company’s stock worth $360,000 after purchasing an additional 1,373 shares during the period. Princeton Global Asset Management LLC boosted its holdings in iShares iBonds Dec 2024 Term Treasury ETF by 127.3% in the 3rd quarter. Princeton Global Asset Management LLC now owns 3,750 shares of the company’s stock valued at $89,000 after purchasing an additional 2,100 shares during the last quarter. Private Trust Co. NA grew its stake in shares of iShares iBonds Dec 2024 Term Treasury ETF by 14.4% in the 4th quarter. Private Trust Co. NA now owns 19,582 shares of the company’s stock valued at $467,000 after buying an additional 2,468 shares during the period. Finally, First Horizon Advisors Inc. acquired a new stake in shares of iShares iBonds Dec 2024 Term Treasury ETF during the 4th quarter worth approximately $90,000.

iShares iBonds Dec 2024 Term Treasury ETF Stock Up 0.1 %

Shares of IBTE stock traded up $0.02 during trading on Thursday, hitting $23.91. 38,688 shares of the stock traded hands, compared to its average volume of 723,839. iShares iBonds Dec 2024 Term Treasury ETF has a 52-week low of $23.71 and a 52-week high of $23.97. The firm’s fifty day moving average price is $23.90 and its 200-day moving average price is $23.88.

iShares iBonds Dec 2024 Term Treasury ETF Announces Dividend

The firm also recently announced a monthly dividend, which was paid on Tuesday, May 7th. Shareholders of record on Thursday, May 2nd were given a $0.0924 dividend. The ex-dividend date was Wednesday, May 1st. This represents a $1.11 dividend on an annualized basis and a yield of 4.64%.

iShares iBonds Dec 2024 Term Treasury ETF Profile

The iShares iBonds Dec 2024 Term Treasury ETF (IBTE) is an exchange-traded fund that is based on the ICE 2024 Maturity US Treasury index. The fund tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2024. The fund will terminate in December 2024. IBTE was launched on Feb 25, 2020 and is managed by BlackRock.