KWB Wealth Has $22.64 Million Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB

KWB Wealth grew its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 8.6% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 489,688 shares of the company’s stock after acquiring an additional 38,681 shares during the quarter. iShares Core Total USD Bond Market ETF comprises about 2.5% of KWB Wealth’s portfolio, making the stock its 11th biggest holding. KWB Wealth owned approximately 0.07% of iShares Core Total USD Bond Market ETF worth $22,638,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the stock. Gallagher Fiduciary Advisors LLC lifted its position in iShares Core Total USD Bond Market ETF by 3,595.7% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 3,377,749 shares of the company’s stock worth $156,153,000 after purchasing an additional 3,286,352 shares during the period. Jones Financial Companies Lllp boosted its position in shares of iShares Core Total USD Bond Market ETF by 3.1% during the 1st quarter. Jones Financial Companies Lllp now owns 62,382,141 shares of the company’s stock worth $2,868,351,000 after acquiring an additional 1,856,559 shares in the last quarter. Spire Wealth Management boosted its position in shares of iShares Core Total USD Bond Market ETF by 1,276.8% during the 2nd quarter. Spire Wealth Management now owns 1,888,940 shares of the company’s stock worth $86,970,000 after acquiring an additional 1,751,742 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in iShares Core Total USD Bond Market ETF by 5.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 24,317,154 shares of the company’s stock valued at $1,124,182,000 after acquiring an additional 1,330,484 shares during the last quarter. Finally, Kestra Advisory Services LLC raised its position in iShares Core Total USD Bond Market ETF by 95.1% during the first quarter. Kestra Advisory Services LLC now owns 1,335,826 shares of the company’s stock valued at $61,555,000 after purchasing an additional 651,131 shares in the last quarter.

iShares Core Total USD Bond Market ETF Stock Performance

Shares of IUSB stock opened at $46.64 on Thursday. iShares Core Total USD Bond Market ETF has a fifty-two week low of $44.67 and a fifty-two week high of $47.20. The stock’s fifty day moving average price is $46.79 and its two-hundred day moving average price is $46.38. The company has a market cap of $33.15 billion, a PE ratio of 10.80 and a beta of 0.26.

iShares Core Total USD Bond Market ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Thursday, December 4th. Investors of record on Monday, December 1st were paid a $0.1566 dividend. The ex-dividend date of this dividend was Monday, December 1st. This represents a c) annualized dividend and a yield of 4.0%.

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.