Simplicity Wealth LLC Grows Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB

Simplicity Wealth LLC increased its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 7.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 273,987 shares of the company’s stock after purchasing an additional 18,670 shares during the quarter. iShares Core Total USD Bond Market ETF accounts for 0.7% of Simplicity Wealth LLC’s portfolio, making the stock its 24th largest position. Simplicity Wealth LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $12,655,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Wells Fargo & Company MN lifted its holdings in shares of iShares Core Total USD Bond Market ETF by 2.9% during the 4th quarter. Wells Fargo & Company MN now owns 47,946,578 shares of the company’s stock valued at $2,231,434,000 after buying an additional 1,331,490 shares during the period. LPL Financial LLC boosted its stake in shares of iShares Core Total USD Bond Market ETF by 2.2% in the 4th quarter. LPL Financial LLC now owns 45,507,455 shares of the company’s stock worth $2,117,917,000 after buying an additional 966,130 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core Total USD Bond Market ETF by 8.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 28,622,754 shares of the company’s stock worth $1,332,103,000 after acquiring an additional 2,324,731 shares during the period. Morgan Stanley grew its holdings in shares of iShares Core Total USD Bond Market ETF by 8.5% in the fourth quarter. Morgan Stanley now owns 24,700,344 shares of the company’s stock worth $1,149,554,000 after acquiring an additional 1,931,838 shares during the period. Finally, CWM LLC increased its position in iShares Core Total USD Bond Market ETF by 0.5% during the fourth quarter. CWM LLC now owns 17,194,171 shares of the company’s stock valued at $800,217,000 after acquiring an additional 85,428 shares during the last quarter.

iShares Core Total USD Bond Market ETF Trading Down 0.1%

IUSB stock traded down $0.04 during trading on Friday, reaching $45.74. The stock had a trading volume of 2,894,464 shares, compared to its average volume of 4,534,737. iShares Core Total USD Bond Market ETF has a 52 week low of $45.47 and a 52 week high of $47.23. The stock’s 50 day moving average is $45.99 and its two-hundred day moving average is $46.35. The firm has a market cap of $42.48 billion, a PE ratio of 10.80 and a beta of 0.26.

iShares Core Total USD Bond Market ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Tuesday, July 7th. Stockholders of record on Wednesday, July 1st were given a dividend of $0.164 per share. This represents a c) annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend was Wednesday, July 1st. This is an increase from iShares Core Total USD Bond Market ETF’s previous monthly dividend of $0.15.

About iShares Core Total USD Bond Market ETF

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.