Kestra Advisory Services LLC Has $22.99 Million Stock Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Don Miller on Jul 12th, 2026

Kestra Advisory Services LLC grew its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 26.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 278,431 shares of the company’s stock after purchasing an additional 57,549 shares during the period. Kestra Advisory Services LLC owned approximately 0.09% of iShares 1-3 Year Treasury Bond ETF worth $22,990,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. MCF Advisors LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF during the fourth quarter valued at $25,000. Whittier Trust Co. of Nevada Inc. grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 345.8% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 321 shares of the company’s stock worth $26,000 after purchasing an additional 249 shares during the last quarter. Lodestone Wealth Management LLC bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the 4th quarter worth about $29,000. Holos Integrated Wealth LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth about $29,000. Finally, Valley National Advisers Inc. acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth about $33,000. 23.15% of the stock is owned by institutional investors and hedge funds.

iShares 1-3 Year Treasury Bond ETF Trading Down 0.0%

SHY stock traded down $0.03 during trading on Friday, hitting $81.88. 2,173,839 shares of the stock traded hands, compared to its average volume of 4,373,022. The stock has a market cap of $25.73 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. iShares 1-3 Year Treasury Bond ETF has a one year low of $81.81 and a one year high of $83.20. The company has a 50 day simple moving average of $82.07 and a 200 day simple moving average of $82.49.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

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

iShares 1-3 Year Treasury Bond ETF Profile

(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.