Heartwood Wealth Advisors LLC Acquires 1,835 Shares of iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Heartwood Wealth Advisors LLC grew its stake in iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 235,088 shares of the company’s stock after purchasing an additional 1,835 shares during the period. iShares iBonds Dec 2028 Term Muni Bond ETF comprises approximately 0.7% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 29th largest position. Heartwood Wealth Advisors LLC owned 1.87% of iShares iBonds Dec 2028 Term Muni Bond ETF worth $5,920,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Lbmc Investment Advisors LLC lifted its position in shares of iShares iBonds Dec 2028 Term Muni Bond ETF by 49.2% in 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 period. Leavell Investment Management Inc. raised its stake in iShares iBonds Dec 2028 Term Muni Bond ETF by 148.0% during 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. Confluence Investment Management LLC lifted its holdings 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 valued at $862,000 after buying an additional 22,581 shares during the period. Spinnaker Trust boosted its position in iShares iBonds Dec 2028 Term Muni Bond ETF by 5.2% during the third quarter. Spinnaker Trust now owns 19,150 shares of the company’s stock valued at $491,000 after acquiring an additional 950 shares during the last quarter. Finally, Parallel Advisors LLC grew its holdings in iShares iBonds Dec 2028 Term Muni Bond ETF by 32.9% during the 2nd quarter. Parallel Advisors LLC now owns 12,912 shares of the company’s stock worth $323,000 after acquiring an additional 3,196 shares during the period.

iShares iBonds Dec 2028 Term Muni Bond ETF Price Performance

Shares of BATS:IBMQ traded down $0.07 during midday trading on Friday, reaching $25.19. The company’s stock had a trading volume of 121,325 shares. The stock has a fifty day moving average of $25.30 and a 200 day moving average of $25.34.

iShares iBonds Dec 2028 Term Muni Bond ETF 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.