Shira Ridge Wealth Management Has $4.43 Million Stock Holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Shira Ridge Wealth Management lifted its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 32.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 97,929 shares of the company’s stock after purchasing an additional 23,874 shares during the period. iShares Core Total USD Bond Market ETF accounts for approximately 2.2% of Shira Ridge Wealth Management’s portfolio, making the stock its 14th biggest holding. Shira Ridge Wealth Management’s holdings in iShares Core Total USD Bond Market ETF were worth $4,426,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. LPL Financial LLC raised its position in shares of iShares Core Total USD Bond Market ETF by 20.3% during the third quarter. LPL Financial LLC now owns 39,330,716 shares of the company’s stock valued at $1,853,263,000 after buying an additional 6,632,679 shares during the last quarter. CWM LLC grew its holdings in shares of iShares Core Total USD Bond Market ETF by 19.5% in the 3rd quarter. CWM LLC now owns 21,325,421 shares of the company’s stock worth $1,004,854,000 after purchasing an additional 3,483,112 shares during the last quarter. Kestra Investment Management LLC acquired a new position in shares of iShares Core Total USD Bond Market ETF during the second quarter valued at $128,756,000. Sanctuary Advisors LLC acquired a new stake in shares of iShares Core Total USD Bond Market ETF during the 2nd quarter worth approximately $124,848,000. Finally, JPMorgan Chase & Co. raised its position in shares of iShares Core Total USD Bond Market ETF by 14.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,716,912 shares of the company’s stock valued at $976,181,000 after acquiring an additional 2,651,218 shares during the last quarter.

iShares Core Total USD Bond Market ETF Trading Down 0.1 %

NASDAQ IUSB opened at $44.72 on Tuesday. The stock has a 50-day simple moving average of $45.55 and a 200 day simple moving average of $46.06. iShares Core Total USD Bond Market ETF has a 12 month low of $44.21 and a 12 month high of $47.44.

iShares Core Total USD Bond Market ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Stockholders of record on Wednesday, December 18th were issued a dividend of $0.1605 per share. This represents a $1.93 annualized dividend and a dividend yield of 4.31%. The ex-dividend date was Wednesday, December 18th. This is a boost from iShares Core Total USD Bond Market ETF’s previous monthly dividend of $0.16.

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.