Trek Financial LLC Grows Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by John Perry on Jan 24th, 2026

Trek Financial LLC boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 41.2% during the 3rd quarter, Holdings Channel reports. The fund owned 42,606 shares of the company’s stock after buying an additional 12,427 shares during the period. Trek Financial LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $3,535,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Acorn Wealth Advisors LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.6% during the third quarter. Acorn Wealth Advisors LLC now owns 20,434 shares of the company’s stock valued at $1,695,000 after purchasing an additional 518 shares in the last quarter. PFG Investments LLC lifted its holdings in iShares 1-3 Year Treasury Bond ETF by 9.9% during the third quarter. PFG Investments LLC now owns 22,118 shares of the company’s stock worth $1,835,000 after buying an additional 1,997 shares during the period. GHP Investment Advisors Inc. boosted its position in iShares 1-3 Year Treasury Bond ETF by 35.7% during the 3rd quarter. GHP Investment Advisors Inc. now owns 1,937 shares of the company’s stock valued at $161,000 after acquiring an additional 510 shares in the last quarter. Birch Financial Group LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 15.0% in the 3rd quarter. Birch Financial Group LLC now owns 30,882 shares of the company’s stock valued at $2,562,000 after acquiring an additional 4,018 shares during the period. Finally, Envestnet Portfolio Solutions Inc. lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 51.5% during the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 130,722 shares of the company’s stock worth $10,845,000 after purchasing an additional 44,456 shares during the last quarter. Institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Up 0.0%

Shares of iShares 1-3 Year Treasury Bond ETF stock traded up $0.03 on Friday, reaching $82.84. The stock had a trading volume of 2,506,710 shares, compared to its average volume of 4,381,396. The stock has a market capitalization of $23.74 billion, a P/E ratio of 3,747.73 and a beta of 0.05. The company has a 50 day moving average price of $82.86 and a 200 day moving average price of $82.82. iShares 1-3 Year Treasury Bond ETF has a 1 year low of $81.87 and a 1 year high of $83.14.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, December 24th. Investors of record on Friday, December 19th were paid a $0.2548 dividend. The ex-dividend date was Friday, December 19th. This represents a c) dividend on an annualized basis and a yield of 3.7%.

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.