Rooted Wealth Advisors Inc. Purchases 15,972 Shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Rooted Wealth Advisors Inc. lifted its position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 28.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 71,629 shares of the company’s stock after acquiring an additional 15,972 shares during the period. iShares Core 1-5 Year USD Bond ETF accounts for about 1.3% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 18th largest holding. Rooted Wealth Advisors Inc. owned about 0.08% of iShares Core 1-5 Year USD Bond ETF worth $3,419,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Janney Montgomery Scott LLC raised its holdings in iShares Core 1-5 Year USD Bond ETF by 1.1% in the fourth quarter. Janney Montgomery Scott LLC now owns 18,723 shares of the company’s stock worth $894,000 after purchasing an additional 210 shares in the last quarter. CWM LLC grew its position in shares of iShares Core 1-5 Year USD Bond ETF by 1.4% in the 3rd quarter. CWM LLC now owns 16,189 shares of the company’s stock worth $788,000 after buying an additional 226 shares during the period. Rockefeller Capital Management L.P. grew its position in shares of iShares Core 1-5 Year USD Bond ETF by 0.3% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 90,848 shares of the company’s stock worth $4,422,000 after buying an additional 236 shares during the period. Magnolia Capital Advisors LLC increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 4.1% in the 4th quarter. Magnolia Capital Advisors LLC now owns 6,024 shares of the company’s stock worth $288,000 after acquiring an additional 238 shares in the last quarter. Finally, FC Advisory LLC lifted its position in iShares Core 1-5 Year USD Bond ETF by 0.8% during the 4th quarter. FC Advisory LLC now owns 31,286 shares of the company’s stock valued at $1,495,000 after acquiring an additional 244 shares during the period.

iShares Core 1-5 Year USD Bond ETF Stock Up 0.2 %

Shares of ISTB opened at $47.87 on Friday. The stock has a market cap of $4.26 billion, a P/E ratio of 16.72 and a beta of 0.07. The business’s 50 day moving average price is $47.84 and its 200-day moving average price is $48.08. iShares Core 1-5 Year USD Bond ETF has a 52 week low of $46.65 and a 52 week high of $48.75.

iShares Core 1-5 Year USD Bond ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Thursday, February 6th. Investors of record on Monday, February 3rd were paid a $0.1632 dividend. The ex-dividend date was Monday, February 3rd.

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.