Perigon Wealth Management LLC Has $40.22 Million Stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Perigon Wealth Management LLC lowered its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 7.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 890,116 shares of the company’s stock after selling 68,065 shares during the quarter. iShares Core Total USD Bond Market ETF comprises about 1.0% of Perigon Wealth Management LLC’s investment portfolio, making the stock its 15th largest position. Perigon Wealth Management LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $40,224,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in IUSB. Charles Schwab Investment Management Inc. lifted its position in iShares Core Total USD Bond Market ETF by 39.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 9,548 shares of the company’s stock worth $450,000 after buying an additional 2,682 shares in the last quarter. Creative Planning lifted its position in shares of iShares Core Total USD Bond Market ETF by 8.0% during the third quarter. Creative Planning now owns 54,714 shares of the company’s stock worth $2,578,000 after purchasing an additional 4,037 shares in the last quarter. Alternative Investment Advisors LLC. bought a new stake in shares of iShares Core Total USD Bond Market ETF during the second quarter valued at approximately $1,995,000. RFG Advisory LLC increased its holdings in shares of iShares Core Total USD Bond Market ETF by 14.8% in the third quarter. RFG Advisory LLC now owns 466,345 shares of the company’s stock valued at $21,974,000 after purchasing an additional 60,166 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC increased its holdings in shares of iShares Core Total USD Bond Market ETF by 168.4% in the third quarter. Beaird Harris Wealth Management LLC now owns 942 shares of the company’s stock valued at $44,000 after purchasing an additional 591 shares in the last quarter.

iShares Core Total USD Bond Market ETF Stock Up 0.5 %

NASDAQ:IUSB opened at $45.49 on Tuesday. The stock’s fifty day moving average price is $45.46 and its two-hundred day moving average price is $46.06. iShares Core Total USD Bond Market ETF has a 52-week low of $44.21 and a 52-week high of $47.44.

iShares Core Total USD Bond Market ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were issued a $0.1605 dividend. This is a boost from iShares Core Total USD Bond Market ETF’s previous monthly dividend of $0.16. The ex-dividend date was Wednesday, December 18th. This represents a $1.93 annualized dividend and a yield of 4.23%.

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.