Stolz & Associates PS Acquires New Stake in iShares Short Treasury Bond ETF $SHV

Stolz & Associates PS purchased a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 92,798 shares of the company’s stock, valued at approximately $10,222,000. iShares Short Treasury Bond ETF accounts for about 7.9% of Stolz & Associates PS’s holdings, making the stock its 4th largest holding.

Several other institutional investors also recently added to or reduced their stakes in SHV. Bank of America Corp DE increased its stake in iShares Short Treasury Bond ETF by 22.3% in the 2nd quarter. Bank of America Corp DE now owns 3,172,414 shares of the company’s stock worth $350,298,000 after buying an additional 579,074 shares during the period. Maseco LLP purchased a new stake in shares of iShares Short Treasury Bond ETF in the fourth quarter valued at approximately $37,518,000. Oakworth Capital Inc. boosted its holdings in shares of iShares Short Treasury Bond ETF by 47.0% in the fourth quarter. Oakworth Capital Inc. now owns 1,013,393 shares of the company’s stock valued at $111,625,000 after purchasing an additional 324,227 shares during the period. UBS Group AG boosted its holdings in shares of iShares Short Treasury Bond ETF by 11.3% in the third quarter. UBS Group AG now owns 2,154,863 shares of the company’s stock valued at $238,091,000 after purchasing an additional 219,146 shares during the period. Finally, Wealthfront Advisers LLC boosted its holdings in shares of iShares Short Treasury Bond ETF by 10.0% in the third quarter. Wealthfront Advisers LLC now owns 1,960,677 shares of the company’s stock valued at $216,635,000 after purchasing an additional 177,915 shares during the period. Hedge funds and other institutional investors own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Trading Up 0.0%

Shares of NASDAQ SHV opened at $110.25 on Tuesday. The stock has a 50 day moving average price of $110.24 and a 200 day moving average price of $110.25. iShares Short Treasury Bond ETF has a 52-week low of $110.02 and a 52-week 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.