Money Concepts Capital Corp Grows Stake in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Chris Copeland on Jul 10th, 2026

Money Concepts Capital Corp grew its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 214.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 167,601 shares of the company’s stock after purchasing an additional 114,280 shares during the quarter. iShares 1-3 Year Treasury Bond ETF accounts for 0.8% of Money Concepts Capital Corp’s investment portfolio, making the stock its 22nd biggest position. Money Concepts Capital Corp’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $13,839,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of SHY. Captrust Financial Advisors grew its stake in shares of iShares 1-3 Year Treasury Bond ETF by 5.5% in the fourth quarter. Captrust Financial Advisors now owns 17,964,759 shares of the company’s stock valued at $1,487,841,000 after buying an additional 940,434 shares in the last quarter. Bank of America Corp DE lifted its position in iShares 1-3 Year Treasury Bond ETF by 1.1% during the 3rd quarter. Bank of America Corp DE now owns 11,740,171 shares of the company’s stock worth $973,965,000 after acquiring an additional 133,178 shares in the last quarter. JPMorgan Chase & Co. lifted its position in iShares 1-3 Year Treasury Bond ETF by 4.6% during the 4th quarter. JPMorgan Chase & Co. now owns 10,609,701 shares of the company’s stock worth $878,695,000 after acquiring an additional 467,629 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares 1-3 Year Treasury Bond ETF by 387.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,292,811 shares of the company’s stock worth $438,351,000 after acquiring an additional 4,206,546 shares during the period. Finally, Wells Fargo & Company MN boosted its holdings in iShares 1-3 Year Treasury Bond ETF by 0.9% in the 4th quarter. Wells Fargo & Company MN now owns 5,213,941 shares of the company’s stock worth $431,819,000 after acquiring an additional 45,271 shares during the period. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Up 0.1%

Shares of NASDAQ:SHY opened at $81.91 on Friday. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $81.81 and a 52-week high of $83.20. The company has a 50 day moving average of $82.08 and a two-hundred day moving average of $82.49. The company has a market capitalization of $25.32 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Tuesday, July 7th. Stockholders of record on Wednesday, July 1st were paid a $0.2383 dividend. The ex-dividend date was Wednesday, July 1st. This represents a c) annualized dividend and a dividend yield of 3.5%.

About iShares 1-3 Year Treasury Bond ETF

(Free Report)

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.