EP Wealth Advisors LLC Has $136,000 Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

EP Wealth Advisors LLC lessened its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 34.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 1,639 shares of the company’s stock after selling 846 shares during the period. EP Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $136,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SHY. Godsey & Gibb Inc. acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter worth about $26,000. Carolinas Wealth Consulting LLC lifted its position in shares of iShares 1-3 Year Treasury Bond ETF by 162.2% during the 4th quarter. Carolinas Wealth Consulting LLC now owns 409 shares of the company’s stock worth $34,000 after purchasing an additional 253 shares during the last quarter. WestEnd Advisors LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter worth about $35,000. CENTRAL TRUST Co lifted its position in shares of iShares 1-3 Year Treasury Bond ETF by 575.4% during the 1st quarter. CENTRAL TRUST Co now owns 439 shares of the company’s stock worth $36,000 after purchasing an additional 374 shares during the last quarter. Finally, WFA Asset Management Corp acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter worth about $38,000. 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 $82.91 on Thursday. iShares 1-3 Year Treasury Bond ETF has a twelve month low of $81.67 and a twelve month high of $83.30. The stock has a market capitalization of $23.45 billion, a PE ratio of 3,747.73 and a beta of 0.01. The stock has a 50-day simple moving average of $82.66 and a 200 day simple moving average of $82.58.

iShares 1-3 Year Treasury Bond ETF Announces Dividend

The firm also recently disclosed a monthly dividend, which was paid on Friday, September 5th. Investors of record on Tuesday, September 2nd were given a dividend of $0.2584 per share. This represents a c) annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend was Tuesday, September 2nd.

About iShares 1-3 Year Treasury Bond ETF

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.