Octavia Wealth Advisors LLC Buys New Shares in iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB)

Octavia Wealth Advisors LLC bought a new stake in iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 216,250 shares of the company’s stock, valued at approximately $9,179,000. iShares Core 5-10 Year USD Bond ETF makes up about 1.1% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Octavia Wealth Advisors LLC owned about 5.27% of iShares Core 5-10 Year USD Bond ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the business. JPMorgan Chase & Co. grew its position in iShares Core 5-10 Year USD Bond ETF by 2.4% in the third quarter. JPMorgan Chase & Co. now owns 21,714 shares of the company’s stock valued at $967,000 after purchasing an additional 518 shares in the last quarter. Private Client Services LLC grew its position in iShares Core 5-10 Year USD Bond ETF by 12.9% in the fourth quarter. Private Client Services LLC now owns 5,275 shares of the company’s stock valued at $224,000 after purchasing an additional 603 shares in the last quarter. FinTrust Capital Advisors LLC grew its position in iShares Core 5-10 Year USD Bond ETF by 0.5% in the third quarter. FinTrust Capital Advisors LLC now owns 505,050 shares of the company’s stock valued at $22,488,000 after purchasing an additional 2,395 shares in the last quarter. EP Wealth Advisors LLC bought a new position in iShares Core 5-10 Year USD Bond ETF in the second quarter valued at $166,000. Finally, TAP Consulting LLC lifted its stake in iShares Core 5-10 Year USD Bond ETF by 6.6% in the third quarter. TAP Consulting LLC now owns 121,567 shares of the company’s stock valued at $5,413,000 after acquiring an additional 7,479 shares during the last quarter.

iShares Core 5-10 Year USD Bond ETF Trading Down 0.0 %

Shares of IMTB stock opened at $42.54 on Wednesday. The company has a fifty day moving average price of $42.72 and a two-hundred day moving average price of $43.39. iShares Core 5-10 Year USD Bond ETF has a one year low of $41.44 and a one year high of $44.89.

iShares Core 5-10 Year USD Bond ETF Company Profile

The iShares Core 5-10 Year USD Bond ETF (IMTB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a market value-weighted, USD-denominated broad bond index with maturities between five and ten years. Eligible sectors include US Treasurys, global government-related bonds, global investment-grade and high yield corporate bonds, and emerging market bonds.