SWP Financial LLC Has $12.24 Million Position in iShares Core Total USD Bond Market ETF $IUSB

SWP Financial LLC lessened its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 14.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 264,701 shares of the company’s stock after selling 43,483 shares during the quarter. iShares Core Total USD Bond Market ETF makes up about 6.7% of SWP Financial LLC’s portfolio, making the stock its 4th biggest position. SWP Financial LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $12,237,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Blue Oak Capital LLC raised its stake in shares of iShares Core Total USD Bond Market ETF by 9.9% during the 2nd quarter. Blue Oak Capital LLC now owns 78,240 shares of the company’s stock worth $3,617,000 after acquiring an additional 7,043 shares in the last quarter. 17 Capital Partners LLC grew its stake in iShares Core Total USD Bond Market ETF by 18.5% during the 1st quarter. 17 Capital Partners LLC now owns 21,377 shares of the company’s stock valued at $985,000 after purchasing an additional 3,331 shares during the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of iShares Core Total USD Bond Market ETF by 14.0% in the first quarter. Sequoia Financial Advisors LLC now owns 5,048 shares of the company’s stock valued at $233,000 after purchasing an additional 621 shares during the period. J.W. Cole Advisors Inc. purchased a new position in shares of iShares Core Total USD Bond Market ETF in the first quarter worth about $1,184,000. Finally, Ameriflex Group Inc. lifted its holdings in shares of iShares Core Total USD Bond Market ETF by 1,864.9% during the first quarter. Ameriflex Group Inc. now owns 32,559 shares of the company’s stock worth $1,500,000 after purchasing an additional 30,902 shares during the period.

iShares Core Total USD Bond Market ETF Price Performance

Shares of NASDAQ IUSB opened at $46.71 on Wednesday. iShares Core Total USD Bond Market ETF has a 52 week low of $44.67 and a 52 week high of $47.18. The business’s 50 day moving average price is $46.38 and its 200 day moving average price is $45.93. The firm has a market cap of $33.69 billion, a P/E ratio of 10.80 and a beta of 0.15.

iShares Core Total USD Bond Market ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Monday, October 6th. Stockholders of record on Wednesday, October 1st will be paid a $0.1668 dividend. The ex-dividend date is Wednesday, October 1st. This is an increase from iShares Core Total USD Bond Market ETF’s previous monthly dividend of $0.16. This represents a c) dividend on an annualized basis and a dividend yield of 4.3%.

iShares Core Total USD Bond Market ETF 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.