Rooted Wealth Advisors Inc. Trims Stock Holdings in iShares Core 1-5 Year USD Bond ETF $ISTB

Rooted Wealth Advisors Inc. decreased its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTBFree Report) by 51.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 44,595 shares of the company’s stock after selling 47,994 shares during the period. Rooted Wealth Advisors Inc.’s holdings in iShares Core 1-5 Year USD Bond ETF were worth $2,171,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Spire Wealth Management increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 37.5% in the fourth quarter. Spire Wealth Management now owns 800 shares of the company’s stock worth $39,000 after purchasing an additional 218 shares in the last quarter. Rothschild Investment LLC boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 41.8% in the third quarter. Rothschild Investment LLC now owns 1,695 shares of the company’s stock valued at $83,000 after acquiring an additional 500 shares during the period. Dagco Inc. bought a new position in shares of iShares Core 1-5 Year USD Bond ETF in the fourth quarter valued at approximately $97,000. Flagship Harbor Advisors LLC bought a new position in shares of iShares Core 1-5 Year USD Bond ETF in the fourth quarter valued at approximately $103,000. Finally, Assetmark Inc. boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 37.7% in the third quarter. Assetmark Inc. now owns 2,407 shares of the company’s stock valued at $118,000 after acquiring an additional 659 shares during the period.

iShares Core 1-5 Year USD Bond ETF Stock Performance

ISTB stock opened at $48.19 on Monday. The firm has a 50 day moving average of $48.38 and a 200-day moving average of $48.64. iShares Core 1-5 Year USD Bond ETF has a 12 month low of $48.03 and a 12 month high of $49.05. The firm has a market capitalization of $4.72 billion, a P/E ratio of 10.99 and a beta of 0.11.

iShares Core 1-5 Year USD Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Friday, May 1st were given a $0.1722 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date was Friday, May 1st.

iShares Core 1-5 Year USD Bond ETF Profile

(Free Report)

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.

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Want to see what other hedge funds are holding ISTB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTBFree Report).

Institutional Ownership by Quarter for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

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