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Key Points Shelton Wealth Management exited 376,011 shares of IBTG; estimated trade value was $8.61 million based on quarterly average pricing. The quarter-end value shift for the position was $8.60 million, reflecting both trading and pri…
What happened In a filing with the Securities and Exchange Commission on April 16, 2026, Asset Advisors Investment Management, LLC reported purchasing 193,119 additional shares of iShares iBonds Dec 2029 Term Treasury ETF(NASDAQ:IBTJ)durin…
What happened According to an SEC filing dated April 10, 2026, Financial Advisory Corp. increased its stake in iShares iBonds Dec 2027 Term Treasury ETF(NASDAQ:IBTH) by 245,584 shares. The estimated value of the new shares is $5.52 million…
What happened According to its SEC filing dated April 10, 2026, Financial Advisory Corp bought 1,524,642 additional shares of iShares iBonds Dec 2029 Term Treasury ETF(NASDAQ:IBTJ). The estimated transaction value was $33.4 million, calcul…
* iShares iBonds Dec 2029 Term Treasury ETF (IBTJ [https://seekingalpha.com/symbol/IBTJ]) - $0.0626 [https://www.ishares.com/us/products/312466/?referrer=tickerSearch]. * 30-Day SEC Yield of 3.52% as of Feb. 26. * Payable Mar 05; for share…
Key Points Texas-based Eight 31 Financial sold 267,196 IBTG shares in the third quarter. The shares were worth about $6.13 million. The move marked an exit from IBTG, which represented 4.05% of assets under management as of the prior quart…
* iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ [https://seekingalpha.com/symbol/IBTJ]) - $0.0725. * 30-Day SEC Yield of 0.00% as of Apr. 28. * Payable Jun 05; for shareholders of record Jun 02; ex-div Jun 02. MORE ON ISHARES TRUS…