Shira Ridge Wealth Management Has $1.11 Million Stock Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Shira Ridge Wealth Management decreased its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 17.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 13,595 shares of the company’s stock after selling 2,813 shares during the period. iShares 1-3 Year Treasury Bond ETF makes up 0.6% of Shira Ridge Wealth Management’s portfolio, making the stock its 27th largest position. Shira Ridge Wealth Management’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $1,112,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Lazard Asset Management LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF by 188.1% during the 3rd quarter. Lazard Asset Management LLC now owns 19,651 shares of the company’s stock worth $1,591,000 after purchasing an additional 12,831 shares in the last quarter. Becker Capital Management Inc. increased its holdings in iShares 1-3 Year Treasury Bond ETF by 33.3% during the 3rd quarter. Becker Capital Management Inc. now owns 88,860 shares of the company’s stock worth $7,195,000 after purchasing an additional 22,214 shares in the last quarter. Axxcess Wealth Management LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF by 61.9% during the 3rd quarter. Axxcess Wealth Management LLC now owns 181,355 shares of the company’s stock worth $14,684,000 after purchasing an additional 69,337 shares in the last quarter. Lido Advisors LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF by 838.7% during the 3rd quarter. Lido Advisors LLC now owns 129,771 shares of the company’s stock worth $10,508,000 after purchasing an additional 115,946 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF by 26.7% during the 3rd quarter. Laurel Wealth Advisors LLC now owns 31,119 shares of the company’s stock worth $2,520,000 after purchasing an additional 6,555 shares in the last quarter. Institutional investors and hedge funds own 23.62% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Trading Up 0.1 %

Shares of iShares 1-3 Year Treasury Bond ETF stock traded up $0.07 during trading hours on Tuesday, reaching $81.38. 2,468,570 shares of the company’s stock were exchanged, compared to its average volume of 3,997,914. The company has a 50 day moving average of $81.40 and a two-hundred day moving average of $81.62. iShares 1-3 Year Treasury Bond ETF has a fifty-two week low of $80.55 and a fifty-two week high of $82.39. The stock has a market cap of $24.45 billion, a P/E ratio of 3,695.45 and a beta of 0.01.

iShares 1-3 Year Treasury Bond ETF Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, July 5th. Investors of record on Monday, July 1st will be paid a $0.2704 dividend. The ex-dividend date is Monday, July 1st. This represents a $3.24 annualized dividend and a yield of 3.99%.

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.