Heartwood Wealth Advisors LLC Has $17.83 Million Stock Holdings in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Heartwood Wealth Advisors LLC grew its holdings in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) by 0.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 709,060 shares of the company’s stock after purchasing an additional 5,344 shares during the period. iShares iBonds Dec 2027 Term Muni Bond ETF makes up 2.0% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 19th biggest position. Heartwood Wealth Advisors LLC owned about 4.21% of iShares iBonds Dec 2027 Term Muni Bond ETF worth $17,826,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of IBMP. Sonata Capital Group Inc. purchased a new position in shares of iShares iBonds Dec 2027 Term Muni Bond ETF during the 3rd quarter valued at $201,000. True Link Financial Advisors LLC acquired a new position in iShares iBonds Dec 2027 Term Muni Bond ETF in the 3rd quarter worth about $219,000. Parallel Advisors LLC increased its position in iShares iBonds Dec 2027 Term Muni Bond ETF by 22.5% in the 2nd quarter. Parallel Advisors LLC now owns 17,447 shares of the company’s stock worth $436,000 after purchasing an additional 3,210 shares during the last quarter. Captrust Financial Advisors raised its stake in shares of iShares iBonds Dec 2027 Term Muni Bond ETF by 26.5% during the 3rd quarter. Captrust Financial Advisors now owns 25,791 shares of the company’s stock worth $656,000 after purchasing an additional 5,400 shares in the last quarter. Finally, Spinnaker Trust increased its holdings 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 worth $766,000 after buying an additional 1,905 shares during the last quarter.

iShares iBonds Dec 2027 Term Muni Bond ETF Stock Performance

IBMP traded down $0.12 on Friday, hitting $25.17. The company had a trading volume of 279,401 shares. The stock’s fifty day simple moving average is $25.24 and its two-hundred day simple moving average is $25.26.

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.