Blue Square Asset Management LLC Lowers Stock Position in iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ)

Blue Square Asset Management LLC cut its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,023 shares of the company’s stock after selling 1,560 shares during the period. Blue Square Asset Management LLC’s holdings in iShares iBonds Dec 2028 Term Muni Bond ETF were worth $781,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IBMQ. Spinnaker Trust raised its position in iShares iBonds Dec 2028 Term Muni Bond ETF by 5.2% in the third quarter. Spinnaker Trust now owns 19,150 shares of the company’s stock valued at $491,000 after purchasing an additional 950 shares during the period. Peloton Wealth Strategists grew its stake in shares of iShares iBonds Dec 2028 Term Muni Bond ETF by 8.3% in the third quarter. Peloton Wealth Strategists now owns 13,000 shares of the company’s stock valued at $333,000 after buying an additional 1,000 shares in the last quarter. Heartwood Wealth Advisors LLC lifted its stake in iShares iBonds Dec 2028 Term Muni Bond ETF by 0.8% during the 4th quarter. Heartwood Wealth Advisors LLC now owns 235,088 shares of the company’s stock worth $5,920,000 after acquiring an additional 1,835 shares in the last quarter. Praetorian Wealth Management Inc. boosted its holdings in iShares iBonds Dec 2028 Term Muni Bond ETF by 3.5% during the 4th quarter. Praetorian Wealth Management Inc. now owns 238,511 shares of the company’s stock valued at $6,006,000 after acquiring an additional 8,112 shares during the period. Finally, Integrated Wealth Concepts LLC grew its position in iShares iBonds Dec 2028 Term Muni Bond ETF by 42.0% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 37,678 shares of the company’s stock valued at $966,000 after acquiring an additional 11,145 shares in the last quarter.

iShares iBonds Dec 2028 Term Muni Bond ETF Stock Performance

Shares of IBMQ opened at $25.20 on Friday. The stock’s 50-day simple moving average is $25.27 and its 200-day simple moving average is $25.35.

About iShares iBonds Dec 2028 Term Muni Bond ETF

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.