Oak Family Advisors LLC Has $11.95 Million Stock Position in iShares Short Treasury Bond ETF $SHV

Oak Family Advisors LLC lifted its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 19.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,288 shares of the company’s stock after purchasing an additional 17,695 shares during the period. iShares Short Treasury Bond ETF accounts for approximately 3.1% of Oak Family Advisors LLC’s holdings, making the stock its 6th largest position. Oak Family Advisors LLC owned about 0.06% of iShares Short Treasury Bond ETF worth $11,950,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. JPL Wealth Management LLC bought a new position in shares of iShares Short Treasury Bond ETF in the third quarter worth about $26,000. Godfrey Financial Associates Inc. bought a new position in shares of iShares Short Treasury Bond ETF during the 4th quarter valued at approximately $35,000. LFA Lugano Financial Advisors SA bought a new position in shares of iShares Short Treasury Bond ETF during the 4th quarter valued at approximately $39,000. Evergreen Advisors LLC bought a new position in shares of iShares Short Treasury Bond ETF during the 1st quarter valued at approximately $43,000. Finally, International Assets Investment Management LLC purchased a new stake in iShares Short Treasury Bond ETF in the 4th quarter worth approximately $43,000. 7.10% of the stock is owned by institutional investors.

iShares Short Treasury Bond ETF Price Performance

iShares Short Treasury Bond ETF stock opened at $110.19 on Thursday. iShares Short Treasury Bond ETF has a 12-month low of $110.02 and a 12-month high of $110.50. The firm has a 50 day moving average of $110.21 and a 200 day moving average of $110.23.

About iShares Short Treasury Bond ETF

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.