Moulton Wealth Management Inc. Acquires 2,024 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Moulton Wealth Management Inc. boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 22.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,961 shares of the company’s stock after buying an additional 2,024 shares during the quarter. iShares 1-3 Year Treasury Bond ETF makes up approximately 0.8% of Moulton Wealth Management Inc.’s portfolio, making the stock its 27th largest holding. Moulton Wealth Management Inc.’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $904,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. EP Wealth Advisors LLC increased its position in iShares 1-3 Year Treasury Bond ETF by 8.1% in the fourth quarter. EP Wealth Advisors LLC now owns 1,939 shares of the company’s stock worth $159,000 after buying an additional 145 shares during the last quarter. Mather Group LLC. bought a new stake in iShares 1-3 Year Treasury Bond ETF in the 1st quarter valued at about $39,000. RFG Advisory LLC raised its stake in iShares 1-3 Year Treasury Bond ETF by 5.7% in the 1st quarter. RFG Advisory LLC now owns 34,980 shares of the company’s stock valued at $2,861,000 after acquiring an additional 1,879 shares during the period. Compton Wealth Advisory Group LLC purchased a new stake in iShares 1-3 Year Treasury Bond ETF during the first quarter valued at about $1,767,000. Finally, Northwest Investment Counselors LLC bought a new position in iShares 1-3 Year Treasury Bond ETF during the first quarter worth about $92,000. Institutional investors own 23.62% of the company’s stock.

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

SHY opened at $82.59 on Friday. The company has a market capitalization of $22.72 billion, a price-to-earnings ratio of 3,695.45 and a beta of 0.01. The firm has a 50-day moving average price of $82.81 and a 200-day moving average price of $82.00. iShares 1-3 Year Treasury Bond ETF has a twelve month low of $80.71 and a twelve month high of $83.30.

iShares 1-3 Year Treasury Bond ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were issued a dividend of $0.2883 per share. The ex-dividend date was Tuesday, September 3rd.

iShares 1-3 Year Treasury Bond ETF Profile

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.