Orgel Wealth Management LLC Has $10.10 Million Stock Holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Orgel Wealth Management LLC reduced its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 2.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 223,365 shares of the company’s stock after selling 4,711 shares during the period. iShares Core Total USD Bond Market ETF makes up approximately 0.3% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 28th biggest position. Orgel Wealth Management LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $10,096,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Benjamin F. Edwards & Company Inc. increased its holdings in iShares Core Total USD Bond Market ETF by 3.6% in the second quarter. Benjamin F. Edwards & Company Inc. now owns 10,839 shares of the company’s stock worth $490,000 after purchasing an additional 374 shares in the last quarter. Forum Private Client Group LLC increased its stake in shares of iShares Core Total USD Bond Market ETF by 3.1% in the 2nd quarter. Forum Private Client Group LLC now owns 263,686 shares of the company’s stock valued at $11,924,000 after acquiring an additional 7,882 shares in the last quarter. Thrivent Financial for Lutherans lifted its position in shares of iShares Core Total USD Bond Market ETF by 3.7% during the 2nd quarter. Thrivent Financial for Lutherans now owns 869,810 shares of the company’s stock valued at $39,332,000 after acquiring an additional 30,686 shares during the period. EverSource Wealth Advisors LLC grew its holdings in iShares Core Total USD Bond Market ETF by 200.5% in the second quarter. EverSource Wealth Advisors LLC now owns 63,115 shares of the company’s stock worth $2,911,000 after purchasing an additional 42,115 shares during the period. Finally, Semmax Financial Advisors Inc. increased its stake in iShares Core Total USD Bond Market ETF by 8.8% in the second quarter. Semmax Financial Advisors Inc. now owns 24,601 shares of the company’s stock valued at $1,145,000 after purchasing an additional 1,984 shares in the last quarter.

iShares Core Total USD Bond Market ETF Price Performance

NASDAQ IUSB opened at $45.20 on Friday. The company has a fifty day simple moving average of $45.50 and a 200 day simple moving average of $46.06. iShares Core Total USD Bond Market ETF has a 12-month low of $44.21 and a 12-month high of $47.44.

iShares Core Total USD Bond Market ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were paid a $0.1605 dividend. This is an increase 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 4.26%.

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.