Avidian Wealth Solutions LLC Has $227,000 Holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Avidian Wealth Solutions LLC trimmed its position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) by 34.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,766 shares of the company’s stock after selling 2,554 shares during the quarter. Avidian Wealth Solutions LLC’s holdings in iShares Core 1-5 Year USD Bond ETF were worth $227,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in ISTB. Wetzel Investment Advisors Inc. purchased a new stake in shares of iShares Core 1-5 Year USD Bond ETF in the 4th quarter valued at approximately $30,000. ORG Partners LLC lifted its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 68.0% in the fourth quarter. ORG Partners LLC now owns 776 shares of the company’s stock valued at $37,000 after purchasing an additional 314 shares in the last quarter. JFS Wealth Advisors LLC acquired a new stake in shares of iShares Core 1-5 Year USD Bond ETF in the third quarter worth $50,000. Signaturefd LLC purchased a new position in shares of iShares Core 1-5 Year USD Bond ETF during the fourth quarter valued at $63,000. Finally, NBC Securities Inc. acquired a new position in iShares Core 1-5 Year USD Bond ETF during the third quarter valued at $64,000.

iShares Core 1-5 Year USD Bond ETF Stock Performance

Shares of NASDAQ ISTB opened at $47.11 on Tuesday. iShares Core 1-5 Year USD Bond ETF has a one year low of $45.37 and a one year high of $48.32. The business has a 50-day moving average price of $47.18 and a two-hundred day moving average price of $47.14. The firm has a market capitalization of $4.04 billion, a PE ratio of 16.67 and a beta of 0.07.

iShares Core 1-5 Year USD Bond ETF Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Tuesday, May 7th. Stockholders of record on Thursday, May 2nd will be given a $0.1462 dividend. This represents a $1.75 dividend on an annualized basis and a dividend yield of 3.72%. The ex-dividend date is Wednesday, May 1st.

iShares Core 1-5 Year USD Bond ETF Company Profile

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.