Heritage Oak Wealth Advisors LLC Buys New Shares in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Heritage Oak Wealth Advisors LLC purchased a new position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 13,263 shares of the company’s stock, valued at approximately $1,466,000. iShares Short Treasury Bond ETF accounts for approximately 0.8% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 25th largest holding.

Other hedge funds also recently modified their holdings of the company. J.Safra Asset Management Corp grew its holdings in iShares Short Treasury Bond ETF by 78.6% during the 1st quarter. J.Safra Asset Management Corp now owns 250 shares of the company’s stock worth $28,000 after acquiring an additional 110 shares during the period. Rothschild Investment LLC bought a new position in iShares Short Treasury Bond ETF in the 2nd quarter valued at about $40,000. Benjamin F. Edwards & Company Inc. bought a new position in shares of iShares Short Treasury Bond ETF during the second quarter worth approximately $43,000. Massmutual Trust Co. FSB ADV bought a new position in shares of iShares Short Treasury Bond ETF during the second quarter worth approximately $48,000. Finally, Financial Gravity Asset Management Inc. boosted its position in shares of iShares Short Treasury Bond ETF by 1,323.5% during the 2nd quarter. Financial Gravity Asset Management Inc. now owns 484 shares of the company’s stock worth $53,000 after acquiring an additional 450 shares in the last quarter. Institutional investors and hedge funds own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Price Performance

SHV stock opened at $110.63 on Tuesday. The company has a fifty day moving average price of $110.40 and a 200-day moving average price of $110.33. iShares Short Treasury Bond ETF has a 52-week low of $109.85 and a 52-week high of $110.64.

iShares Short Treasury Bond ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, September 6th. Investors of record on Tuesday, September 3rd were issued a dividend of $0.4755 per share. The ex-dividend date of this dividend was Tuesday, September 3rd.

iShares Short Treasury Bond ETF Profile

iShares Short Treasury Bond ETF (the Fund), formerly iShares Barclays Short Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond to the price and yield performance of the Barclays Capital U.S. Short Treasury Bond Index (the Index). The Index measures the performance of public obligations of the United States Treasury that have a remaining maturity of between 1 and 12 months.