Oakworth Capital Inc. Has $76.15 Million Stake in iShares Short Treasury Bond ETF $SHV

Oakworth Capital Inc. lifted its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 1.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 689,166 shares of the company’s stock after purchasing an additional 10,138 shares during the period. iShares Short Treasury Bond ETF comprises approximately 4.4% of Oakworth Capital Inc.’s investment portfolio, making the stock its 6th largest holding. Oakworth Capital Inc.’s holdings in iShares Short Treasury Bond ETF were worth $76,146,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Core Wealth Partners LLC boosted its stake in iShares Short Treasury Bond ETF by 0.4% in the 3rd quarter. Core Wealth Partners LLC now owns 25,131 shares of the company’s stock worth $2,777,000 after purchasing an additional 97 shares during the period. Pure Portfolios Holdings LLC grew its position in iShares Short Treasury Bond ETF by 1.0% during the third quarter. Pure Portfolios Holdings LLC now owns 11,244 shares of the company’s stock valued at $1,242,000 after acquiring an additional 116 shares during the last quarter. Blair William & Co. IL raised its stake in shares of iShares Short Treasury Bond ETF by 0.7% during the second quarter. Blair William & Co. IL now owns 17,921 shares of the company’s stock worth $1,979,000 after acquiring an additional 123 shares in the last quarter. Trueblood Wealth Management LLC raised its stake in shares of iShares Short Treasury Bond ETF by 7.5% during the third quarter. Trueblood Wealth Management LLC now owns 2,023 shares of the company’s stock worth $224,000 after acquiring an additional 141 shares in the last quarter. Finally, American Institute for Advanced Investment Management LLP raised its position in iShares Short Treasury Bond ETF by 6.7% in the 3rd quarter. American Institute for Advanced Investment Management LLP now owns 2,320 shares of the company’s stock worth $256,000 after purchasing an additional 145 shares during the period. 7.10% of the stock is owned by hedge funds and other institutional investors.

iShares Short Treasury Bond ETF Trading Up 0.0%

SHV opened at $110.44 on Friday. iShares Short Treasury Bond ETF has a 12 month low of $110.02 and a 12 month high of $110.51. The business’s 50-day moving average price is $110.25 and its 200-day moving average price is $110.29.

iShares Short Treasury Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, December 24th. Investors of record on Friday, December 19th were issued a dividend of $0.3569 per share. This represents a c) dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Friday, December 19th.

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.