Rooted Wealth Advisors Inc. Decreases Holdings in iShares Core 1-5 Year USD Bond ETF $ISTB

Rooted Wealth Advisors Inc. lessened its stake in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 51.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,595 shares of the company’s stock after selling 47,994 shares during the period. Rooted Wealth Advisors Inc.’s holdings in iShares Core 1-5 Year USD Bond ETF were worth $2,171,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Concurrent Investment Advisors LLC increased its holdings in iShares Core 1-5 Year USD Bond ETF by 4.8% during the fourth quarter. Concurrent Investment Advisors LLC now owns 4,530 shares of the company’s stock worth $221,000 after buying an additional 206 shares during the last quarter. Evensky & Katz LLC increased its holdings in iShares Core 1-5 Year USD Bond ETF by 1.6% during the fourth quarter. Evensky & Katz LLC now owns 13,241 shares of the company’s stock worth $646,000 after buying an additional 208 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 1.4% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 15,426 shares of the company’s stock worth $753,000 after purchasing an additional 208 shares in the last quarter. Spire Wealth Management increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 37.5% in the fourth quarter. Spire Wealth Management now owns 800 shares of the company’s stock worth $39,000 after purchasing an additional 218 shares in the last quarter. Finally, Centaurus Financial Inc. increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 7.6% in the third quarter. Centaurus Financial Inc. now owns 3,759 shares of the company’s stock worth $184,000 after purchasing an additional 265 shares in the last quarter.

iShares Core 1-5 Year USD Bond ETF Price Performance

ISTB opened at $48.19 on Monday. The company has a market capitalization of $4.72 billion, a price-to-earnings ratio of 10.99 and a beta of 0.11. The firm has a 50-day moving average price of $48.38 and a 200-day moving average price of $48.64. iShares Core 1-5 Year USD Bond ETF has a twelve month low of $48.03 and a twelve month high of $49.05.

iShares Core 1-5 Year USD Bond ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Friday, May 1st were paid a $0.1722 dividend. The ex-dividend date was Friday, May 1st. This represents a c) annualized dividend and a dividend yield of 4.3%.

iShares Core 1-5 Year USD Bond ETF Profile

The iShares Core 1-5 Year USD Bond ETF (ISTB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a broad USD-denominated bond index with 1-5 years remaining in maturities. ISTB was launched on Oct 18, 2012 and is managed by BlackRock.