iShares Short Treasury Bond ETF $SHV Shares Bought by Aegis Wealth Management LLC

Aegis Wealth Management LLC lifted its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 21.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 83,889 shares of the company’s stock after acquiring an additional 15,082 shares during the period. iShares Short Treasury Bond ETF accounts for 5.2% of Aegis Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. Aegis Wealth Management LLC’s holdings in iShares Short Treasury Bond ETF were worth $9,240,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of SHV. Brighton Jones LLC acquired a new position in shares of iShares Short Treasury Bond ETF during the fourth quarter worth approximately $572,000. Revolve Wealth Partners LLC acquired a new position in shares of iShares Short Treasury Bond ETF during the fourth quarter valued at $388,000. Elevation Point Wealth Partners LLC acquired a new position in shares of iShares Short Treasury Bond ETF during the second quarter valued at $55,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares Short Treasury Bond ETF by 8.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 620,211 shares of the company’s stock valued at $68,484,000 after purchasing an additional 48,362 shares in the last quarter. Finally, Level Four Advisory Services LLC raised its stake in shares of iShares Short Treasury Bond ETF by 32.2% during the second quarter. Level Four Advisory Services LLC now owns 4,269 shares of the company’s stock valued at $471,000 after purchasing an additional 1,039 shares in the last quarter. Institutional investors and hedge funds own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Stock Up 0.0%

SHV stock opened at $110.36 on Friday. The company has a 50-day simple moving average of $110.26 and a 200 day simple moving average of $110.27. iShares Short Treasury Bond ETF has a fifty-two week low of $110.02 and a fifty-two week high of $110.50.

iShares Short Treasury Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, February 5th. Stockholders of record on Monday, February 2nd were paid a $0.342 dividend. 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.

About iShares Short Treasury Bond ETF

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.