Trevian Wealth Management LLC Invests $1.05 Million in iShares Short Treasury Bond ETF $SHV

Trevian Wealth Management LLC acquired a new stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,527 shares of the company’s stock, valued at approximately $1,049,000. iShares Short Treasury Bond ETF comprises 0.5% of Trevian Wealth Management LLC’s portfolio, making the stock its 24th biggest holding.

Other hedge funds also recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in iShares Short Treasury Bond ETF during the third quarter valued at $26,000. LFA Lugano Financial Advisors SA purchased a new stake in iShares Short Treasury Bond ETF during the fourth quarter valued at $39,000. International Assets Investment Management LLC purchased a new stake in iShares Short Treasury Bond ETF during the fourth quarter valued at $43,000. Flagship Harbor Advisors LLC purchased a new stake in iShares Short Treasury Bond ETF during the fourth quarter valued at $70,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in iShares Short Treasury Bond ETF during the fourth quarter valued at $85,000. Hedge funds and other institutional investors own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Trading Up 0.0%

iShares Short Treasury Bond ETF stock opened at $110.20 on Friday. iShares Short Treasury Bond ETF has a one year low of $110.02 and a one year high of $110.50. The stock has a fifty day moving average of $110.23 and a 200 day moving average of $110.25.

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.