Roberts Wealth Advisors LLC decreased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 32.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,021 shares of the company’s stock after selling 2,900 shares during the period. Roberts Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $494,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Mount Yale Investment Advisors LLC lifted its stake in iShares 1-3 Year Treasury Bond ETF by 28.0% in the second quarter. Mount Yale Investment Advisors LLC now owns 7,333 shares of the company’s stock valued at $599,000 after buying an additional 1,606 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 66.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,509 shares of the company’s stock valued at $371,000 after acquiring an additional 1,796 shares during the period. Strata Wealth Advisors LLC raised its position in iShares 1-3 Year Treasury Bond ETF by 370.8% in the 2nd quarter. Strata Wealth Advisors LLC now owns 40,152 shares of the company’s stock valued at $3,278,000 after purchasing an additional 31,623 shares during the last quarter. Insigneo Advisory Services LLC acquired a new stake in iShares 1-3 Year Treasury Bond ETF during the 2nd quarter worth $592,000. Finally, Wescott Financial Advisory Group LLC boosted its stake in iShares 1-3 Year Treasury Bond ETF by 5.9% during the 2nd quarter. Wescott Financial Advisory Group LLC now owns 27,500 shares of the company’s stock worth $2,245,000 after purchasing an additional 1,539 shares during the period. Institutional investors and hedge funds own 23.15% of the company’s stock.
iShares 1-3 Year Treasury Bond ETF Stock Performance
NASDAQ SHY opened at $82.11 on Wednesday. The firm’s fifty day moving average is $82.01 and its two-hundred day moving average is $82.34. iShares 1-3 Year Treasury Bond ETF has a one year low of $80.91 and a one year high of $83.30. The firm has a market cap of $22.99 billion, a PE ratio of 3,695.45 and a beta of 0.01.
iShares 1-3 Year Treasury Bond ETF Cuts Dividend
iShares 1-3 Year Treasury Bond ETF Profile
The iShares 1-3 Year Treasury Bond ETF (SHY) is an exchange-traded fund that is based on the U.S. Treasury 1-3 Year index. The fund tracks a market weighted index of debt issued by the US Treasury with 1-3 years remaining to maturity. Treasury STRIPS are excluded. SHY was launched on Jul 22, 2002 and is managed by BlackRock.
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