Kingswood Wealth Advisors LLC Has $539,000 Stock Position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Posted by Casey Walker on Mar 28th, 2024

Kingswood Wealth Advisors LLC lifted its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 19.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,689 shares of the company’s stock after buying an additional 1,876 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $539,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of IUSB. Coppell Advisory Solutions LLC bought a new position in iShares Core Total USD Bond Market ETF during the second quarter worth $31,000. Asset Dedication LLC bought a new position in iShares Core Total USD Bond Market ETF during the third quarter worth $37,000. Whittier Trust Co. of Nevada Inc. bought a new position in iShares Core Total USD Bond Market ETF during the fourth quarter worth $43,000. Fortitude Family Office LLC bought a new position in iShares Core Total USD Bond Market ETF during the fourth quarter worth $47,000. Finally, Impact Partnership Wealth LLC bought a new position in iShares Core Total USD Bond Market ETF during the third quarter worth $49,000.

iShares Core Total USD Bond Market ETF Stock Up 0.4 %

Shares of IUSB stock opened at $45.65 on Thursday. iShares Core Total USD Bond Market ETF has a 1 year low of $42.56 and a 1 year high of $46.58. The firm’s fifty day simple moving average is $45.45 and its 200 day simple moving average is $44.78.

iShares Core Total USD Bond Market ETF Dividend Announcement

The firm also recently declared a monthly dividend, which was paid on Thursday, March 7th. Shareholders of record on Monday, March 4th were issued a $0.1463 dividend. This represents a $1.76 annualized dividend and a yield of 3.85%. The ex-dividend date was Friday, March 1st.

About iShares Core Total USD Bond Market ETF

(Free Report)

The iShares Core Total USD Bond Market ETF (IUSB) is an exchange-traded fund that is based on the Bloomberg U.S. Universal index. The fund tracks a broad Barclays index of USD-denominated taxable bonds. The index is market value weighted. IUSB was launched on Jun 10, 2014 and is managed by BlackRock.