Financial Advisory Corp has significantly increased its stake in the iShares iBonds Dec 2029 Term Treasury ETF (IBTJ), acquiring 1,524,642 shares valued at approximately $33.4 million as of April 10, 2026. This move brings IBTJ to 4.8% of the firm’s 13F assets under management, indicating a strategic shift toward defensive positions amid ongoing macroeconomic uncertainties, including geopolitical tensions.
The iShares iBonds ETF focuses exclusively on U.S. Treasury securities, providing investors with a stable, income-generating option that is particularly appealing in a volatile market. With a dividend yield of 3.8% and a low expense ratio of 0.07%, IBTJ offers cost-effective exposure to government-backed securities. Despite its recent underperformance against the S&P 500, the ETF’s structure allows for predictable cash flows and acts as a hedge against potential downturns.
For market professionals, Financial Advisory Corp’s increased investment underscores the growing interest in fixed-income strategies as a buffer against market volatility, particularly in light of current economic conditions.
Source: fool.com