Summit Wealth Partners LLC Has $3.75 Million Position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Summit Wealth Partners LLC trimmed its position in shares of iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 0.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,039 shares of the company’s stock after selling 619 shares during the quarter. Summit Wealth Partners LLC’s holdings in iShares Core 1-5 Year USD Bond ETF were worth $3,750,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Meeder Asset Management Inc. lifted its stake in shares of iShares Core 1-5 Year USD Bond ETF by 5.6% in the first quarter. Meeder Asset Management Inc. now owns 112,202 shares of the company’s stock worth $5,323,000 after acquiring an additional 5,946 shares during the period. Rothschild Investment LLC bought a new stake in iShares Core 1-5 Year USD Bond ETF during the second quarter worth $57,000. NewEdge Advisors LLC raised its position in iShares Core 1-5 Year USD Bond ETF by 26.7% in the 2nd quarter. NewEdge Advisors LLC now owns 28,857 shares of the company’s stock valued at $1,367,000 after buying an additional 6,090 shares during the last quarter. Thrivent Financial for Lutherans lifted its stake in iShares Core 1-5 Year USD Bond ETF by 8.3% during the 2nd quarter. Thrivent Financial for Lutherans now owns 218,033 shares of the company’s stock valued at $10,328,000 after acquiring an additional 16,622 shares in the last quarter. Finally, Founders Financial Securities LLC boosted its holdings in iShares Core 1-5 Year USD Bond ETF by 4.9% during the 2nd quarter. Founders Financial Securities LLC now owns 287,235 shares of the company’s stock worth $13,606,000 after acquiring an additional 13,418 shares during the last quarter.

iShares Core 1-5 Year USD Bond ETF Price Performance

NASDAQ ISTB opened at $48.04 on Friday. The company has a fifty day moving average price of $48.39 and a 200-day moving average price of $47.78. iShares Core 1-5 Year USD Bond ETF has a 1 year low of $45.37 and a 1 year high of $48.75. The firm has a market cap of $4.08 billion, a price-to-earnings ratio of 16.72 and a beta of 0.07.

iShares Core 1-5 Year USD Bond ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were paid a $0.1598 dividend. The ex-dividend date was Tuesday, September 3rd.

About iShares Core 1-5 Year USD Bond ETF

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.