Larry Mathis Financial Planning LLC Increases Holdings in iShares Short Treasury Bond ETF $SHV

Larry Mathis Financial Planning LLC raised its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 633.7% in the 1st quarter, Holdings Channel reports. The firm owned 51,532 shares of the company’s stock after acquiring an additional 44,508 shares during the period. iShares Short Treasury Bond ETF accounts for approximately 5.1% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 3rd largest position. Larry Mathis Financial Planning LLC’s holdings in iShares Short Treasury Bond ETF were worth $5,689,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE boosted its holdings in shares of iShares Short Treasury Bond ETF by 0.7% in the 3rd quarter. Bank of America Corp DE now owns 3,195,036 shares of the company’s stock valued at $353,020,000 after purchasing an additional 22,622 shares in the last quarter. LPL Financial LLC increased its stake in shares of iShares Short Treasury Bond ETF by 18.6% in the 4th quarter. LPL Financial LLC now owns 3,063,342 shares of the company’s stock valued at $337,427,000 after purchasing an additional 479,397 shares during the last quarter. UBS Group AG raised its holdings in shares of iShares Short Treasury Bond ETF by 11.3% during the 3rd quarter. UBS Group AG now owns 2,154,863 shares of the company’s stock worth $238,091,000 after buying an additional 219,146 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares Short Treasury Bond ETF by 8.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,630,567 shares of the company’s stock worth $179,672,000 after buying an additional 126,707 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its position in shares of iShares Short Treasury Bond ETF by 11.3% during the 2nd quarter. Raymond James Financial Inc. now owns 1,576,192 shares of the company’s stock worth $174,043,000 after buying an additional 160,138 shares during the last quarter. 7.10% of the stock is currently owned by institutional investors and hedge funds.

iShares Short Treasury Bond ETF Stock Up 0.0%

NASDAQ:SHV opened at $110.33 on Friday. The stock’s 50-day simple moving average is $110.24 and its 200 day simple moving average is $110.24. iShares Short Treasury Bond ETF has a twelve month low of $110.02 and a twelve month high of $110.50.

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.