iShares Short Treasury Bond ETF $SHV is Apex Wealth Management LLC’s 5th Largest Position

Apex Wealth Management LLC lowered its position in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 26.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,985 shares of the company’s stock after selling 18,594 shares during the quarter. iShares Short Treasury Bond ETF makes up approximately 5.7% of Apex Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Apex Wealth Management LLC’s holdings in iShares Short Treasury Bond ETF were worth $5,624,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of SHV. JPL Wealth Management LLC purchased a new stake in iShares Short Treasury Bond ETF in the third quarter worth approximately $26,000. Highline Wealth Partners LLC boosted its stake in iShares Short Treasury Bond ETF by 355.8% in the third quarter. Highline Wealth Partners LLC now owns 515 shares of the company’s stock worth $57,000 after buying an additional 402 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of iShares Short Treasury Bond ETF during the fourth quarter valued at approximately $70,000. Aventura Private Wealth LLC purchased a new stake in shares of iShares Short Treasury Bond ETF during the fourth quarter valued at approximately $94,000. Finally, Geneos Wealth Management Inc. boosted its stake in shares of iShares Short Treasury Bond ETF by 38.6% during the second quarter. Geneos Wealth Management Inc. now owns 1,249 shares of the company’s stock valued at $138,000 after purchasing an additional 348 shares during the period. Hedge funds and other institutional investors own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Price Performance

NASDAQ:SHV opened at $110.24 on Friday. iShares Short Treasury Bond ETF has a fifty-two week low of $110.02 and a fifty-two week high of $110.50. The business has a 50 day moving average price of $110.24 and a 200-day moving average price of $110.26.

iShares Short Treasury Bond ETF Cuts Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, February 5th. Stockholders of record on Monday, February 2nd were paid a dividend of $0.342 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date of this dividend was Monday, February 2nd.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.