Oak Family Advisors LLC Has $4.43 Million Stock Holdings in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB

Oak Family Advisors LLC lifted its holdings in shares of iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB) by 277.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 83,800 shares of the company’s stock after buying an additional 61,574 shares during the period. iShares 1-5 Year Investment Grade Corporate Bond ETF comprises 1.2% of Oak Family Advisors LLC’s holdings, making the stock its 29th largest position. Oak Family Advisors LLC’s holdings in iShares 1-5 Year Investment Grade Corporate Bond ETF were worth $4,431,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Gradient Capital Advisors LLC boosted its stake in shares of iShares 1-5 Year Investment Grade Corporate Bond ETF by 14.0% during the 3rd quarter. Gradient Capital Advisors LLC now owns 82,861 shares of the company’s stock worth $4,394,000 after buying an additional 10,197 shares during the last quarter. Cary Street Partners Financial LLC lifted its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF by 32.2% in the 3rd quarter. Cary Street Partners Financial LLC now owns 222,938 shares of the company’s stock valued at $11,822,000 after purchasing an additional 54,299 shares during the last quarter. Rothschild Investment LLC lifted its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF by 5.9% in the 3rd quarter. Rothschild Investment LLC now owns 189,417 shares of the company’s stock valued at $10,045,000 after purchasing an additional 10,593 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF by 20.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 3,466,237 shares of the company’s stock valued at $183,815,000 after purchasing an additional 586,487 shares during the last quarter. Finally, Equitable Trust Co. lifted its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF by 25.6% in the 3rd quarter. Equitable Trust Co. now owns 188,328 shares of the company’s stock valued at $9,987,000 after purchasing an additional 38,331 shares during the last quarter. 76.06% of the stock is currently owned by institutional investors and hedge funds.

iShares 1-5 Year Investment Grade Corporate Bond ETF Trading Down 0.1%

Shares of NASDAQ:IGSB opened at $52.42 on Friday. iShares 1-5 Year Investment Grade Corporate Bond ETF has a 52-week low of $52.04 and a 52-week high of $53.25. The company has a 50-day simple moving average of $52.61 and a 200 day simple moving average of $52.84.

iShares 1-5 Year Investment Grade Corporate Bond ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, May 6th. Investors of record on Friday, May 1st were paid a $0.1978 dividend. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date was Friday, May 1st.

iShares 1-5 Year Investment Grade Corporate Bond ETF Profile

The iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) is an exchange-traded fund that is based on the ICE BofA US Corporate (1-5 Y) index. The fund tracks a market-value-weighted index of US dollar-denominated, investment-grade corporate debt with 1-5 years remaining in maturity. IGSB was launched on Jan 5, 2007 and is managed by BlackRock.