WCG Wealth Advisors LLC Takes Position in iShares 1-3 Year Treasury Bond ETF $SHY

WCG Wealth Advisors LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHYFree Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 11,074 shares of the company’s stock, valued at approximately $917,000.

Several other institutional investors have also recently made changes to their positions in the company. TruWealth Advisors LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 4.5% during the 4th quarter. TruWealth Advisors LLC now owns 2,828 shares of the company’s stock valued at $234,000 after buying an additional 121 shares during the period. Bryn Mawr Trust Advisors LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 2.3% during the 4th quarter. Bryn Mawr Trust Advisors LLC now owns 5,644 shares of the company’s stock valued at $467,000 after buying an additional 126 shares during the period. Savant Capital LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 1.4% during the 4th quarter. Savant Capital LLC now owns 8,894 shares of the company’s stock valued at $737,000 after buying an additional 126 shares during the period. Onyx Bridge Wealth Group LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 2.5% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 5,268 shares of the company’s stock valued at $437,000 after buying an additional 128 shares during the period. Finally, Clientfirst Wealth Management LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 1.2% during the 3rd quarter. Clientfirst Wealth Management LLC now owns 11,689 shares of the company’s stock valued at $970,000 after buying an additional 133 shares during the period. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Performance

SHY stock opened at $81.86 on Friday. The firm has a market cap of $25.07 billion, a PE ratio of 3,747.73 and a beta of 0.05. The firm’s 50 day moving average price is $82.30 and its 200-day moving average price is $82.65. iShares 1-3 Year Treasury Bond ETF has a one year low of $81.86 and a one year high of $83.20.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, June 1st were issued a $0.2429 dividend. This is a boost from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.24. The ex-dividend date was Monday, June 1st. This represents a c) annualized dividend and a yield of 3.6%.

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.

See Also

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Institutional Ownership by Quarter for iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

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