iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) Stock Position Lifted by Sonata Capital Group Inc.

Sonata Capital Group Inc. lifted its position in shares of iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) by 1,075.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 92,603 shares of the company’s stock after acquiring an additional 84,723 shares during the period. iShares iBonds Dec 2027 Term Muni Bond ETF comprises approximately 1.0% of Sonata Capital Group Inc.’s holdings, making the stock its 28th largest holding. Sonata Capital Group Inc.’s holdings in iShares iBonds Dec 2027 Term Muni Bond ETF were worth $2,328,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Confluence Investment Management LLC lifted its holdings in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 2.5% in the 3rd quarter. Confluence Investment Management LLC now owns 41,256 shares of the company’s stock worth $1,050,000 after purchasing an additional 997 shares during the last quarter. Spinnaker Trust lifted its stake in iShares iBonds Dec 2027 Term Muni Bond ETF by 6.8% in the third quarter. Spinnaker Trust now owns 30,105 shares of the company’s stock valued at $766,000 after buying an additional 1,905 shares during the last quarter. Heartwood Wealth Advisors LLC boosted its holdings in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 0.8% during the fourth quarter. Heartwood Wealth Advisors LLC now owns 709,060 shares of the company’s stock valued at $17,826,000 after acquiring an additional 5,344 shares during the period. Captrust Financial Advisors grew its position in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 26.5% during the third quarter. Captrust Financial Advisors now owns 25,791 shares of the company’s stock worth $656,000 after acquiring an additional 5,400 shares during the last quarter. Finally, True Link Financial Advisors LLC acquired a new position in iShares iBonds Dec 2027 Term Muni Bond ETF during the 3rd quarter valued at about $219,000.

iShares iBonds Dec 2027 Term Muni Bond ETF Stock Up 0.5 %

BATS IBMP opened at $25.23 on Wednesday. The stock has a 50 day moving average price of $25.21 and a 200-day moving average price of $25.29.

iShares iBonds Dec 2027 Term Muni Bond ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were issued a $0.0497 dividend. This is a positive change from iShares iBonds Dec 2027 Term Muni Bond ETF’s previous dividend of $0.05. The ex-dividend date of this dividend was Monday, February 3rd.

About iShares iBonds Dec 2027 Term Muni Bond ETF

The iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) 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 2027. IBMP was launched on Apr 9, 2019 and is managed by BlackRock.