Waverly Advisors LLC Trims Stake in iShares 3-7 Year Treasury Bond ETF $IEI

Waverly Advisors LLC reduced its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) by 2.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 455,053 shares of the company’s stock after selling 11,111 shares during the quarter. Waverly Advisors LLC’s holdings in iShares 3-7 Year Treasury Bond ETF were worth $53,969,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. JPMorgan Chase & Co. boosted its position in iShares 3-7 Year Treasury Bond ETF by 7.2% in the 4th quarter. JPMorgan Chase & Co. now owns 17,694,417 shares of the company’s stock worth $2,111,829,000 after purchasing an additional 1,180,896 shares in the last quarter. Captrust Financial Advisors increased its holdings in shares of iShares 3-7 Year Treasury Bond ETF by 5.0% during the 4th quarter. Captrust Financial Advisors now owns 5,924,603 shares of the company’s stock valued at $707,101,000 after purchasing an additional 281,282 shares in the last quarter. Financial Engines Advisors L.L.C. increased its holdings in shares of iShares 3-7 Year Treasury Bond ETF by 0.8% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 4,287,913 shares of the company’s stock valued at $511,762,000 after purchasing an additional 33,946 shares in the last quarter. Assetmark Inc. lifted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 9.8% in the 1st quarter. Assetmark Inc. now owns 3,352,425 shares of the company’s stock valued at $397,598,000 after purchasing an additional 300,397 shares during the period. Finally, Ameriprise Financial Inc. lifted its stake in shares of iShares 3-7 Year Treasury Bond ETF by 11.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,741,689 shares of the company’s stock valued at $327,059,000 after purchasing an additional 290,112 shares during the period.

iShares 3-7 Year Treasury Bond ETF Price Performance

Shares of NASDAQ IEI opened at $116.33 on Friday. The company’s fifty day moving average price is $117.06 and its 200 day moving average price is $118.28. iShares 3-7 Year Treasury Bond ETF has a 1 year low of $116.07 and a 1 year high of $120.78.

iShares 3-7 Year Treasury Bond ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st were given a $0.3625 dividend. The ex-dividend date was Wednesday, July 1st.

iShares 3-7 Year Treasury Bond ETF Profile

iShares 3-7 Year Treasury Bond ETF (the Fund), formerly iShares Barclays 3-7 Year Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index (the Index). The Index measures the performance of public obligations of the United States Treasury that have a remaining maturity of greater than or equal to three years and less than seven years. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.