Xena Financial Planning LLC Invests $5.81 Million in iShares Core Total USD Bond Market ETF $IUSB

Xena Financial Planning LLC bought a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) during the 4th quarter, Holdings Channel reports. The institutional investor bought 124,837 shares of the company’s stock, valued at approximately $5,810,000. iShares Core Total USD Bond Market ETF accounts for about 6.8% of Xena Financial Planning LLC’s holdings, making the stock its 6th largest position.

Other large investors have also made changes to their positions in the company. AQR Capital Management LLC raised its position in shares of iShares Core Total USD Bond Market ETF by 9.9% during the 1st quarter. AQR Capital Management LLC now owns 60,249 shares of the company’s stock valued at $2,776,000 after purchasing an additional 5,416 shares during the period. Goldman Sachs Group Inc. grew its position in iShares Core Total USD Bond Market ETF by 40.7% in the first quarter. Goldman Sachs Group Inc. now owns 191,332 shares of the company’s stock worth $8,817,000 after acquiring an additional 55,360 shares in the last quarter. Lido Advisors LLC increased its position in shares of iShares Core Total USD Bond Market ETF by 87.7% during the 2nd quarter. Lido Advisors LLC now owns 33,376 shares of the company’s stock valued at $1,543,000 after purchasing an additional 15,597 shares during the last quarter. Edgestream Partners L.P. increased its position in iShares Core Total USD Bond Market ETF by 18.3% during the second quarter. Edgestream Partners L.P. now owns 42,582 shares of the company’s stock valued at $1,969,000 after acquiring an additional 6,575 shares during the last quarter. Finally, M&T Bank Corp purchased a new stake in iShares Core Total USD Bond Market ETF in the 2nd quarter worth about $335,000.

iShares Core Total USD Bond Market ETF Stock Up 0.2%

IUSB stock opened at $46.19 on Wednesday. The firm has a market cap of $34.73 billion, a price-to-earnings 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 $47.23. The business’s fifty day simple moving average is $46.60 and its two-hundred day simple moving average is $46.68.

iShares Core Total USD Bond Market ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were paid a $0.1573 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 4.1%.

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.