iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Holdings Raised by Capasso Planning Partners LLC

Capasso Planning Partners LLC boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 159.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 18,239 shares of the company’s stock after acquiring an additional 11,211 shares during the quarter. iShares 1-3 Year Treasury Bond ETF accounts for about 0.8% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 27th largest holding. Capasso Planning Partners LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $1,479,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. JPMorgan Chase & Co. lifted its position in shares of iShares 1-3 Year Treasury Bond ETF by 65.1% in the second quarter. JPMorgan Chase & Co. now owns 25,532,359 shares of the company’s stock worth $2,070,164,000 after buying an additional 10,066,797 shares during the last quarter. Morgan Stanley grew its position in iShares 1-3 Year Treasury Bond ETF by 16.9% during the fourth quarter. Morgan Stanley now owns 20,028,074 shares of the company’s stock worth $1,625,679,000 after buying an additional 2,893,771 shares in the last quarter. BlackRock Inc. increased its position in shares of iShares 1-3 Year Treasury Bond ETF by 20.6% during the first quarter. BlackRock Inc. now owns 10,877,633 shares of the company’s stock valued at $893,706,000 after purchasing an additional 1,858,137 shares during the period. Balentine LLC raised its stake in shares of iShares 1-3 Year Treasury Bond ETF by 15.3% in the 1st quarter. Balentine LLC now owns 9,055,519 shares of the company’s stock valued at $744,001,000 after buying an additional 1,198,518 shares in the last quarter. Finally, Assetmark Inc. raised its position in iShares 1-3 Year Treasury Bond ETF by 184.0% in the first quarter. Assetmark Inc. now owns 7,037,530 shares of the company’s stock worth $578,203,000 after purchasing an additional 4,559,175 shares in the last quarter. 18.38% of the stock is currently owned by hedge funds and other institutional investors.

iShares 1-3 Year Treasury Bond ETF Price Performance

Shares of iShares 1-3 Year Treasury Bond ETF stock traded up $0.09 during midday trading on Tuesday, hitting $81.38. 775,321 shares of the company were exchanged, compared to its average volume of 5,292,137. The firm has a 50 day simple moving average of $80.96 and a 200-day simple moving average of $81.14. iShares 1-3 Year Treasury Bond ETF has a 52 week low of $80.48 and a 52 week high of $82.74.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Tuesday, November 7th. Investors of record on Thursday, November 2nd were given a dividend of $0.23 per share. The ex-dividend date was Wednesday, November 1st. This represents a $2.76 dividend on an annualized basis and a dividend yield of 3.39%. This is a boost from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.21.

iShares 1-3 Year Treasury Bond ETF Company 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.