iShares Core Total USD Bond Market ETF $IUSB is Shared Vision Wealth Group LLC’s 3rd Largest Position

Shared Vision Wealth Group LLC trimmed its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 7.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 398,758 shares of the company’s stock after selling 30,955 shares during the quarter. iShares Core Total USD Bond Market ETF makes up approximately 8.0% of Shared Vision Wealth Group LLC’s investment portfolio, making the stock its 3rd largest position. Shared Vision Wealth Group LLC owned approximately 0.06% of iShares Core Total USD Bond Market ETF worth $18,786,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Team Financial Group LLC lifted its holdings in iShares Core Total USD Bond Market ETF by 54.4% during the third quarter. Team Financial Group LLC now owns 619 shares of the company’s stock valued at $29,000 after purchasing an additional 218 shares in the last quarter. Anchor Investment Management LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF in the second quarter worth approximately $51,000. Atlantic Union Bankshares Corp acquired a new position in iShares Core Total USD Bond Market ETF in the 2nd quarter valued at $52,000. Key Financial Inc raised its stake in iShares Core Total USD Bond Market ETF by 30.2% in the 2nd quarter. Key Financial Inc now owns 1,185 shares of the company’s stock valued at $55,000 after purchasing an additional 275 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of iShares Core Total USD Bond Market ETF during the third quarter worth $56,000.

iShares Core Total USD Bond Market ETF Trading Down 0.4%

NASDAQ:IUSB opened at $46.46 on Wednesday. The company has a market cap of $34.64 billion, a P/E ratio of 10.80 and a beta of 0.26. iShares Core Total USD Bond Market ETF has a twelve month low of $44.74 and a twelve month high of $47.20. The company’s 50-day moving average price is $46.66 and its 200-day moving average price is $46.52.

iShares Core Total USD Bond Market ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Wednesday, December 24th. Stockholders of record on Friday, December 19th were given a $0.1648 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.3%. This is a boost from iShares Core Total USD Bond Market ETF’s previous monthly dividend of $0.16. The ex-dividend date was Friday, December 19th.

iShares Core Total USD Bond Market ETF Company Profile

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.