Forum Private Client Group LLC Boosts Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB

Posted by on May 21st, 2026

Forum Private Client Group LLC raised its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 4.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 336,479 shares of the company’s stock after buying an additional 15,431 shares during the period. iShares Core Total USD Bond Market ETF makes up about 5.3% of Forum Private Client Group LLC’s investment portfolio, making the stock its 6th largest holding. Forum Private Client Group LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $15,660,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Jones Financial Companies Lllp raised its stake in iShares Core Total USD Bond Market ETF by 6.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 71,364,109 shares of the company’s stock valued at $3,327,011,000 after purchasing an additional 4,589,650 shares during the period. Symmetry Partners LLC acquired a new stake in iShares Core Total USD Bond Market ETF during the 4th quarter valued at $104,011,000. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core Total USD Bond Market ETF by 8.1% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 26,298,023 shares of the company’s stock valued at $1,228,381,000 after purchasing an additional 1,980,869 shares during the period. Thrivent Financial for Lutherans raised its stake in iShares Core Total USD Bond Market ETF by 3,347.5% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,862,672 shares of the company’s stock valued at $87,006,000 after purchasing an additional 1,808,643 shares during the period. Finally, Mariner LLC raised its stake in iShares Core Total USD Bond Market ETF by 11.5% during the 3rd quarter. Mariner LLC now owns 14,004,882 shares of the company’s stock valued at $654,168,000 after purchasing an additional 1,449,320 shares during the period.

iShares Core Total USD Bond Market ETF Stock Up 0.5%

Shares of NASDAQ:IUSB opened at $45.78 on Thursday. The company’s fifty day moving average is $46.18 and its two-hundred day moving average is $46.53. iShares Core Total USD Bond Market ETF has a 12-month low of $45.07 and a 12-month high of $47.23. The company has a market cap of $36.23 billion, a P/E ratio of 10.80 and a beta of 0.27.

iShares Core Total USD Bond Market ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Friday, May 1st were paid a dividend of $0.1629 per share. This represents a c) annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend was Friday, May 1st.

iShares Core Total USD Bond Market ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

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