iShares Short Treasury Bond ETF $SHV is Legacy Advisory Services LLC’s Largest Position

Legacy Advisory Services LLC cut its position in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 2.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 252,239 shares of the company’s stock after selling 7,247 shares during the quarter. iShares Short Treasury Bond ETF makes up 21.0% of Legacy Advisory Services LLC’s investment portfolio, making the stock its biggest holding. Legacy Advisory Services LLC owned about 0.14% of iShares Short Treasury Bond ETF worth $27,870,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Avalon Capital Management grew its position in iShares Short Treasury Bond ETF by 33.6% during the 2nd quarter. Avalon Capital Management now owns 51,938 shares of the company’s stock worth $5,735,000 after purchasing an additional 13,068 shares during the last quarter. Ehrlich Financial Group increased its position in iShares Short Treasury Bond ETF by 72.6% in the 3rd quarter. Ehrlich Financial Group now owns 22,389 shares of the company’s stock valued at $2,474,000 after acquiring an additional 9,414 shares during the period. Americana Partners LLC raised its stake in iShares Short Treasury Bond ETF by 47.7% during the 3rd quarter. Americana Partners LLC now owns 492,204 shares of the company’s stock valued at $54,384,000 after acquiring an additional 158,928 shares during the last quarter. 17 Capital Partners LLC acquired a new stake in iShares Short Treasury Bond ETF during the 2nd quarter worth approximately $565,000. Finally, Bfsg LLC grew its stake in shares of iShares Short Treasury Bond ETF by 37.0% in the 3rd quarter. Bfsg LLC now owns 58,028 shares of the company’s stock valued at $6,412,000 after purchasing an additional 15,668 shares during the last quarter. Institutional investors and hedge funds own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Price Performance

Shares of NASDAQ SHV opened at $110.34 on Friday. The stock has a fifty day moving average price of $110.24 and a 200 day moving average price of $110.28. iShares Short Treasury Bond ETF has a 1-year low of $110.02 and a 1-year high of $110.51.

iShares Short Treasury Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, December 24th. Stockholders of record on Friday, December 19th were issued a $0.3569 dividend. The ex-dividend date of this dividend was Friday, December 19th. This represents a c) annualized dividend and a dividend yield of 3.9%.

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.