Phillips Financial Management LLC Has $6.62 Million Position in iShares Core 1-5 Year USD Bond ETF (ISTB)

Phillips Financial Management LLC trimmed its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 3.0% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 133,245 shares of the company’s stock after selling 4,181 shares during the period. iShares Core 1-5 Year USD Bond ETF makes up about 1.3% of Phillips Financial Management LLC’s holdings, making the stock its 19th largest holding. Phillips Financial Management LLC’s holdings in iShares Core 1-5 Year USD Bond ETF were worth $6,622,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of ISTB. Raymond James & Associates boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 40.5% during the first quarter. Raymond James & Associates now owns 4,276,738 shares of the company’s stock worth $213,239,000 after buying an additional 1,233,844 shares during the period. Bank of America Corp DE boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 10.1% during the fourth quarter. Bank of America Corp DE now owns 1,840,226 shares of the company’s stock worth $90,282,000 after buying an additional 169,156 shares during the period. Divergent Wealth Advisors LLC boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 97.9% during the first quarter. Divergent Wealth Advisors LLC now owns 616,098 shares of the company’s stock worth $30,719,000 after buying an additional 304,819 shares during the period. Lee Financial Co boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 3.1% during the first quarter. Lee Financial Co now owns 495,737 shares of the company’s stock worth $24,717,000 after buying an additional 14,796 shares during the period. Finally, Billeaud Capital Management Inc. boosted its position in shares of iShares Core 1-5 Year USD Bond ETF by 4.5% during the first quarter. Billeaud Capital Management Inc. now owns 427,218 shares of the company’s stock worth $21,301,000 after buying an additional 18,349 shares during the period.

NASDAQ:ISTB traded up $0.01 during midday trading on Friday, reaching $49.82. The company had a trading volume of 273,930 shares, compared to its average volume of 321,329. iShares Core 1-5 Year USD Bond ETF has a 12-month low of $48.64 and a 12-month high of $49.94.



The business also recently announced a monthly dividend, which was paid on Tuesday, May 7th. Investors of record on Thursday, May 2nd were issued a $0.1182 dividend. The ex-dividend date of this dividend was Wednesday, May 1st. This represents a $1.42 dividend on an annualized basis and a yield of 2.85%.

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

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