Financial Plan Inc. Takes Position in iShares Short Treasury Bond ETF $SHV

Financial Plan Inc. acquired a new stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 19,942 shares of the company’s stock, valued at approximately $2,197,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Aegis Wealth Management LLC raised its holdings in iShares Short Treasury Bond ETF by 141.8% in the third quarter. Aegis Wealth Management LLC now owns 68,807 shares of the company’s stock valued at $7,602,000 after buying an additional 40,347 shares during the period. Ehrlich Financial Group raised its holdings in iShares Short Treasury Bond ETF by 72.6% in the third quarter. Ehrlich Financial Group now owns 22,389 shares of the company’s stock valued at $2,474,000 after buying an additional 9,414 shares during the period. Atticus Wealth Management LLC raised its holdings in iShares Short Treasury Bond ETF by 41.0% in the third quarter. Atticus Wealth Management LLC now owns 25,404 shares of the company’s stock valued at $2,807,000 after buying an additional 7,388 shares during the period. Americana Partners LLC raised its holdings in iShares Short Treasury Bond ETF by 47.7% in the third quarter. Americana Partners LLC now owns 492,204 shares of the company’s stock valued at $54,384,000 after buying an additional 158,928 shares during the period. Finally, Gunma Bank Ltd. raised its holdings in iShares Short Treasury Bond ETF by 8.8% in the third quarter. Gunma Bank Ltd. now owns 185,000 shares of the company’s stock valued at $20,441,000 after buying an additional 15,000 shares during the period. Institutional investors and hedge funds own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Stock Performance

NASDAQ SHV opened at $110.30 on Wednesday. iShares Short Treasury Bond ETF has a one year low of $110.02 and a one year high of $110.50. The company’s 50 day moving average price is $110.24 and its 200 day moving average price is $110.26.

iShares Short Treasury Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, February 5th. Investors of record on Monday, February 2nd were issued a $0.342 dividend. The ex-dividend date was Monday, February 2nd. This represents a c) annualized dividend and a yield of 3.7%.

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.