Crescent Grove Advisors LLC Has $9.21 Million Stock Position in iShares Short Treasury Bond ETF $SHV

Crescent Grove Advisors LLC cut its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 57.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,399 shares of the company’s stock after selling 113,190 shares during the period. iShares Short Treasury Bond ETF accounts for 0.9% of Crescent Grove Advisors LLC’s investment portfolio, making the stock its 29th largest holding. Crescent Grove Advisors LLC’s holdings in iShares Short Treasury Bond ETF were worth $9,206,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Aegis Wealth Management LLC raised its stake in iShares Short Treasury Bond ETF by 21.9% during the fourth quarter. Aegis Wealth Management LLC now owns 83,889 shares of the company’s stock worth $9,240,000 after buying an additional 15,082 shares during the last quarter. Savvy Advisors Inc. boosted its position in iShares Short Treasury Bond ETF by 487.7% during the fourth quarter. Savvy Advisors Inc. now owns 12,088 shares of the company’s stock valued at $1,332,000 after acquiring an additional 10,031 shares during the last quarter. CVA Family Office LLC boosted its position in iShares Short Treasury Bond ETF by 28.4% during the fourth quarter. CVA Family Office LLC now owns 76,570 shares of the company’s stock valued at $8,434,000 after acquiring an additional 16,927 shares during the last quarter. Private Advisory Group LLC boosted its position in iShares Short Treasury Bond ETF by 308.3% during the fourth quarter. Private Advisory Group LLC now owns 20,397 shares of the company’s stock valued at $2,247,000 after acquiring an additional 15,401 shares during the last quarter. Finally, U.S. Capital Wealth Advisors LLC grew its holdings in iShares Short Treasury Bond ETF by 24.3% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 69,845 shares of the company’s stock worth $7,693,000 after acquiring an additional 13,662 shares during the period. 7.10% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Price Performance

SHV stock opened at $110.25 on Friday. The stock has a 50-day moving average price of $110.21 and a 200-day moving average price of $110.23. iShares Short Treasury Bond ETF has a 1-year low of $110.02 and a 1-year high of $110.50.

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.