Heartwood Wealth Advisors LLC Boosts Stake in iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Heartwood Wealth Advisors LLC lifted its holdings in shares of iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) by 0.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 235,088 shares of the company’s stock after acquiring an additional 1,835 shares during the period. iShares iBonds Dec 2028 Term Muni Bond ETF makes up 0.7% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 29th largest position. Heartwood Wealth Advisors LLC’s holdings in iShares iBonds Dec 2028 Term Muni Bond ETF were worth $5,920,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Lbmc Investment Advisors LLC increased its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF by 49.2% during the 3rd quarter. Lbmc Investment Advisors LLC now owns 216,165 shares of the company’s stock worth $5,540,000 after purchasing an additional 71,313 shares during the last quarter. JPMorgan Chase & Co. bought a new position in iShares iBonds Dec 2028 Term Muni Bond ETF during the third quarter valued at $1,756,000. Confluence Investment Management LLC increased its position in iShares iBonds Dec 2028 Term Muni Bond ETF by 204.3% in the third quarter. Confluence Investment Management LLC now owns 33,636 shares of the company’s stock worth $862,000 after buying an additional 22,581 shares during the last quarter. Leavell Investment Management Inc. increased its position in iShares iBonds Dec 2028 Term Muni Bond ETF by 148.0% in the third quarter. Leavell Investment Management Inc. now owns 20,656 shares of the company’s stock worth $529,000 after buying an additional 12,326 shares during the last quarter. Finally, Integrated Wealth Concepts LLC raised its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF by 42.0% in the third quarter. Integrated Wealth Concepts LLC now owns 37,678 shares of the company’s stock valued at $966,000 after buying an additional 11,145 shares during the period.

iShares iBonds Dec 2028 Term Muni Bond ETF Stock Down 0.3 %

BATS IBMQ traded down $0.07 during trading on Friday, hitting $25.19. 121,325 shares of the company’s stock traded hands. The business’s 50-day simple moving average is $25.30 and its 200 day simple moving average is $25.34.

iShares iBonds Dec 2028 Term Muni Bond ETF Company Profile

The iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks the investment results of an investment-grade U.S. municipal bonds index expected to mature or be redeemed before mid-December 2028. IBMQ was launched on Apr 16, 2019 and is managed by BlackRock.