Larry Mathis Financial Planning LLC Increases Stock Position in iShares Short Treasury Bond ETF $SHV

Larry Mathis Financial Planning LLC increased its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 633.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,532 shares of the company’s stock after buying an additional 44,508 shares during the period. iShares Short Treasury Bond ETF accounts for 5.1% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 3rd largest position. Larry Mathis Financial Planning LLC’s holdings in iShares Short Treasury Bond ETF were worth $5,689,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Aegis Wealth Management LLC raised its holdings in iShares Short Treasury Bond ETF by 21.9% in the 4th quarter. Aegis Wealth Management LLC now owns 83,889 shares of the company’s stock valued at $9,240,000 after acquiring an additional 15,082 shares in the last quarter. Savvy Advisors Inc. grew its holdings in shares of iShares Short Treasury Bond ETF by 487.7% during the 4th quarter. Savvy Advisors Inc. now owns 12,088 shares of the company’s stock worth $1,332,000 after purchasing an additional 10,031 shares in the last quarter. CVA Family Office LLC grew its holdings in shares of iShares Short Treasury Bond ETF by 28.4% during the 4th quarter. CVA Family Office LLC now owns 76,570 shares of the company’s stock worth $8,434,000 after purchasing an additional 16,927 shares in the last quarter. Private Advisory Group LLC increased its position in shares of iShares Short Treasury Bond ETF by 308.3% in the fourth quarter. Private Advisory Group LLC now owns 20,397 shares of the company’s stock worth $2,247,000 after purchasing an additional 15,401 shares during the period. Finally, AdvisorNet Financial Inc increased its position in shares of iShares Short Treasury Bond ETF by 4.0% in the fourth quarter. AdvisorNet Financial Inc now owns 153,207 shares of the company’s stock worth $16,876,000 after purchasing an additional 5,921 shares during the period. 7.10% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Stock Up 0.0%

SHV stock opened at $110.33 on Friday. iShares Short Treasury Bond ETF has a 52 week low of $110.02 and a 52 week high of $110.50. The business has a 50-day simple moving average of $110.24 and a 200 day simple moving average of $110.24.

iShares Short Treasury Bond ETF Company 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.