Bull Oak Capital LLC Has $14.39 Million Holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Bull Oak Capital LLC lifted its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 311.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 130,720 shares of the company’s stock after purchasing an additional 98,948 shares during the period. iShares Short Treasury Bond ETF accounts for approximately 8.0% of Bull Oak Capital LLC’s holdings, making the stock its 4th largest holding. Bull Oak Capital LLC owned about 0.08% of iShares Short Treasury Bond ETF worth $14,394,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Fortis Advisors LLC boosted its position in shares of iShares Short Treasury Bond ETF by 1.3% during the third quarter. Fortis Advisors LLC now owns 7,736 shares of the company’s stock worth $856,000 after purchasing an additional 99 shares in the last quarter. Destination Wealth Management lifted its holdings in iShares Short Treasury Bond ETF by 0.9% during the third quarter. Destination Wealth Management now owns 10,667 shares of the company’s stock worth $1,180,000 after acquiring an additional 100 shares in the last quarter. KWB Wealth lifted its holdings in iShares Short Treasury Bond ETF by 1.3% during the fourth quarter. KWB Wealth now owns 8,531 shares of the company’s stock worth $944,000 after acquiring an additional 110 shares in the last quarter. Gladstone Institutional Advisory LLC grew its stake in iShares Short Treasury Bond ETF by 2.2% in the fourth quarter. Gladstone Institutional Advisory LLC now owns 5,039 shares of the company’s stock valued at $555,000 after acquiring an additional 110 shares during the period. Finally, Voya Financial Advisors Inc. increased its holdings in shares of iShares Short Treasury Bond ETF by 1.9% in the third quarter. Voya Financial Advisors Inc. now owns 5,867 shares of the company’s stock worth $649,000 after acquiring an additional 111 shares in the last quarter. 7.10% of the stock is owned by institutional investors and hedge funds.

iShares Short Treasury Bond ETF Stock Up 0.0 %

NASDAQ SHV opened at $110.40 on Thursday. The stock’s 50-day moving average is $110.24 and its 200-day moving average is $110.31. iShares Short Treasury Bond ETF has a one year low of $109.91 and a one year high of $110.64.

iShares Short Treasury Bond ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Thursday, February 6th. Shareholders of record on Monday, February 3rd were paid a $0.4033 dividend. The ex-dividend date of this dividend was Monday, February 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.