Wealthspire Advisors LLC Has $214.91 Million Position in iShares Core Total USD Bond Market ETF $IUSB

by · The Markets Daily

Wealthspire Advisors LLC increased its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,617,814 shares of the company’s stock after purchasing an additional 228,371 shares during the quarter. iShares Core Total USD Bond Market ETF makes up approximately 1.7% of Wealthspire Advisors LLC’s portfolio, making the stock its 14th largest position. Wealthspire Advisors LLC owned about 0.61% of iShares Core Total USD Bond Market ETF worth $214,913,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. CIBC Private Wealth Group LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the third quarter worth approximately $27,000. Decker Retirement Planning Inc. acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the fourth quarter worth approximately $30,000. Chapman Financial Group LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the third quarter worth approximately $31,000. United Financial Planning Group LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the third quarter worth approximately $50,000. Finally, Nemes Rush Group LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the fourth quarter worth approximately $57,000.

iShares Core Total USD Bond Market ETF Stock Performance

IUSB stock opened at $46.05 on Friday. The stock has a market cap of $36.44 billion, a P/E ratio of 10.80 and a beta of 0.26. The firm has a 50 day simple moving average of $46.11 and a 200 day simple moving average of $46.44. iShares Core Total USD Bond Market ETF has a 52 week low of $45.47 and a 52 week high of $47.23.

iShares Core Total USD Bond Market ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, June 1st were issued a dividend of $0.1511 per share. This represents a c) annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Monday, June 1st.

iShares Core Total USD Bond Market ETF Profile

(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.

See Also

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