iShares Short Treasury Bond ETF (NASDAQ:SHV) is Concord Wealth Partners’ 3rd Largest Position

Concord Wealth Partners grew its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 42.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 262,285 shares of the company’s stock after buying an additional 78,521 shares during the period. iShares Short Treasury Bond ETF makes up 4.7% of Concord Wealth Partners’ portfolio, making the stock its 3rd largest holding. Concord Wealth Partners owned approximately 0.15% of iShares Short Treasury Bond ETF worth $28,880,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Concord Asset Management LLC VA raised its holdings in iShares Short Treasury Bond ETF by 46.3% during the 4th quarter. Concord Asset Management LLC VA now owns 241,427 shares of the company’s stock valued at $26,584,000 after buying an additional 76,433 shares during the period. Clear Creek Financial Management LLC raised its stake in shares of iShares Short Treasury Bond ETF by 119.2% in the fourth quarter. Clear Creek Financial Management LLC now owns 44,094 shares of the company’s stock valued at $4,855,000 after acquiring an additional 23,982 shares during the period. GFS Advisors LLC lifted its holdings in shares of iShares Short Treasury Bond ETF by 62.6% in the 4th quarter. GFS Advisors LLC now owns 144,586 shares of the company’s stock worth $15,920,000 after acquiring an additional 55,685 shares during the last quarter. Institute for Wealth Management LLC. boosted its stake in shares of iShares Short Treasury Bond ETF by 42.7% during the 4th quarter. Institute for Wealth Management LLC. now owns 37,574 shares of the company’s stock worth $4,137,000 after purchasing an additional 11,241 shares during the period. Finally, Hixon Zuercher LLC grew its holdings in iShares Short Treasury Bond ETF by 5.2% during the 4th quarter. Hixon Zuercher LLC now owns 40,120 shares of the company’s stock valued at $4,418,000 after purchasing an additional 1,973 shares during the last quarter. 7.10% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Price Performance

Shares of NASDAQ SHV opened at $110.50 on Friday. iShares Short Treasury Bond ETF has a 1 year low of $109.91 and a 1 year high of $110.64. The firm has a 50-day simple moving average of $110.24 and a two-hundred day simple moving average of $110.32.

iShares Short Treasury Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were issued a dividend of $0.4268 per share. This represents a $5.12 dividend on an annualized basis and a yield of 4.63%. The ex-dividend date was Wednesday, December 18th.

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.