iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) is United Capital Financial Advisors LLC’s 7th Largest Position

United Capital Financial Advisors LLC decreased its position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 11.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,178,060 shares of the company’s stock after selling 669,520 shares during the period. iShares Core Total USD Bond Market ETF makes up approximately 2.0% of United Capital Financial Advisors LLC’s investment portfolio, making the stock its 7th biggest position. United Capital Financial Advisors LLC owned 0.73% of iShares Core Total USD Bond Market ETF worth $234,048,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IUSB. Charles Schwab Investment Management Inc. increased its stake in iShares Core Total USD Bond Market ETF by 39.1% during the third quarter. Charles Schwab Investment Management Inc. now owns 9,548 shares of the company’s stock worth $450,000 after acquiring an additional 2,682 shares during the last quarter. Invst LLC lifted its holdings in iShares Core Total USD Bond Market ETF by 1.3% during the 3rd quarter. Invst LLC now owns 988,793 shares of the company’s stock valued at $46,592,000 after buying an additional 12,714 shares in the last quarter. Fulcrum Equity Management raised its stake in shares of iShares Core Total USD Bond Market ETF by 14.9% during the third quarter. Fulcrum Equity Management now owns 28,115 shares of the company’s stock valued at $1,325,000 after acquiring an additional 3,653 shares in the last quarter. World Investment Advisors LLC grew its position in shares of iShares Core Total USD Bond Market ETF by 138.7% during the 3rd quarter. World Investment Advisors LLC now owns 263,508 shares of the company’s stock worth $12,416,000 after buying an additional 153,116 shares in the last quarter. Finally, Sfmg LLC grew its holdings in iShares Core Total USD Bond Market ETF by 17.3% during the 3rd quarter. Sfmg LLC now owns 7,087 shares of the company’s stock worth $334,000 after acquiring an additional 1,044 shares in the last quarter.

iShares Core Total USD Bond Market ETF Stock Up 0.6 %

Shares of IUSB stock opened at $45.39 on Tuesday. iShares Core Total USD Bond Market ETF has a 52-week low of $44.21 and a 52-week high of $47.44. The company’s 50 day moving average is $45.76 and its 200 day moving average is $45.73. The firm has a market cap of $32.70 billion, a price-to-earnings ratio of 10.97 and a beta of 0.15.

iShares Core Total USD Bond Market ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Friday, April 4th. Shareholders of record on Tuesday, April 1st were paid a $0.162 dividend. This represents a $1.94 annualized dividend and a yield of 4.28%. The ex-dividend date of this dividend was Tuesday, April 1st. This is a positive change 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.