Investment Grade Corporate Bond
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AMJ Financial Wealth Management Purchases 13,723 Shares of iShares 5-10 Year Investment Grade Corporate Bond ETF $IGIB
Defense World· 2026-02-22 08:33
Core Viewpoint - AMJ Financial Wealth Management has increased its holdings in iShares 5-10 Year Investment Grade Corporate Bond ETF by 8.1% during the third quarter, indicating a positive outlook on the ETF's performance and potential investment opportunities [2]. Group 1: Investment Activity - AMJ Financial Wealth Management now owns 183,935 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF after purchasing an additional 13,723 shares, making it the 15th largest holding in their portfolio [2]. - JARISLOWSKY FRASER Ltd raised its holdings by 61.2%, acquiring an additional 33,946 shares, bringing their total to 89,421 shares valued at $4,837,000 [3]. - Arkadios Wealth Advisors increased its stake by 659.1%, now owning 67,771 shares worth $3,666,000 after purchasing 58,843 shares [3]. - Baird Financial Group Inc. raised its stake by 2.4%, owning 514,085 shares valued at $27,396,000 after an additional purchase of 11,896 shares [3]. - Klaas Financial Asset Advisors LLC boosted its position by 3.5%, now holding 1,612,252 shares valued at $87,207,000 after buying 55,046 shares [3]. - Institutional investors and hedge funds collectively own 76.98% of the ETF's stock, indicating strong institutional interest [3]. Group 2: Stock Performance - The iShares 5-10 Year Investment Grade Corporate Bond ETF opened at $54.37, with a 50-day simple moving average of $54.00 and a 200-day simple moving average of $53.97 [4]. - The ETF has experienced a 12-month low of $50.52 and a 12-month high of $54.56, reflecting its price stability within this range [4]. Group 3: Dividend Information - The ETF declared a monthly dividend of $0.2094 per share, with an annualized yield of 4.6% [5][6].
iShares 10+ Year Investment Grade Corporate Bond ETF declares monthly dist. of $0.2174
Seeking Alpha· 2025-12-19 15:53
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]