iShares Short Treasury Bond ETF $SHV Stock Holdings Lowered by NerdWallet Wealth Partners LLC

NerdWallet Wealth Partners LLC cut its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 6.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 127,248 shares of the company’s stock after selling 8,950 shares during the period. iShares Short Treasury Bond ETF comprises approximately 6.1% of NerdWallet Wealth Partners LLC’s investment portfolio, making the stock its 4th biggest holding. NerdWallet Wealth Partners LLC owned approximately 0.07% of iShares Short Treasury Bond ETF worth $14,047,000 as of its most recent SEC filing.

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

iShares Short Treasury Bond ETF Stock Performance

iShares Short Treasury Bond ETF stock opened at $110.21 on Thursday. The business has a 50 day simple moving average of $110.21 and a 200-day simple moving average of $110.23. iShares Short Treasury Bond ETF has a 12 month low of $110.02 and a 12 month high of $110.50.

iShares Short Treasury Bond ETF Company 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.