iShares Short Treasury Bond ETF (NASDAQ:SHV) is Concord Wealth Partners’ 4th Largest Position

Concord Wealth Partners raised its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 3.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 183,764 shares of the company’s stock after acquiring an additional 6,775 shares during the period. iShares Short Treasury Bond ETF makes up approximately 3.4% of Concord Wealth Partners’ investment portfolio, making the stock its 4th largest position. Concord Wealth Partners’ holdings in iShares Short Treasury Bond ETF were worth $20,330,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of SHV. J.Safra Asset Management Corp boosted its position in shares of iShares Short Treasury Bond ETF by 78.6% during the 1st quarter. J.Safra Asset Management Corp now owns 250 shares of the company’s stock valued at $28,000 after acquiring an additional 110 shares during the last quarter. Rothschild Investment LLC acquired a new position in iShares Short Treasury Bond ETF in the 2nd quarter valued at about $40,000. Benjamin F. Edwards & Company Inc. purchased a new stake in shares of iShares Short Treasury Bond ETF in the 2nd quarter valued at approximately $43,000. Massmutual Trust Co. FSB ADV acquired a new stake in shares of iShares Short Treasury Bond ETF during the 2nd quarter worth approximately $48,000. Finally, Financial Gravity Asset Management Inc. raised its position in shares of iShares Short Treasury Bond ETF by 1,323.5% during the 2nd quarter. Financial Gravity Asset Management Inc. now owns 484 shares of the company’s stock valued at $53,000 after buying an additional 450 shares during the period. 7.10% of the stock is owned by hedge funds and other institutional investors.

iShares Short Treasury Bond ETF Trading Up 0.0 %

SHV traded up $0.02 during trading hours on Monday, reaching $110.51. The company’s stock had a trading volume of 2,045,314 shares, compared to its average volume of 2,849,422. iShares Short Treasury Bond ETF has a fifty-two week low of $109.85 and a fifty-two week high of $110.64. The business’s 50-day moving average is $110.40 and its 200-day moving average is $110.33.

iShares Short Treasury Bond ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, September 6th. Stockholders of record on Tuesday, September 3rd were issued a dividend of $0.4755 per share. The ex-dividend date of this dividend was Tuesday, September 3rd.

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.