iShares 1-3 Year Treasury Bond ETF $SHY is CX Institutional’s 3rd Largest Position

Posted by Tammy Falkenburg on Aug 4th, 2026

CX Institutional increased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 118.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 894,736 shares of the company’s stock after purchasing an additional 485,882 shares during the period. iShares 1-3 Year Treasury Bond ETF makes up approximately 2.1% of CX Institutional’s portfolio, making the stock its 3rd biggest holding. CX Institutional’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $73,467,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. MCF Advisors LLC bought a new stake in iShares 1-3 Year Treasury Bond ETF during the fourth quarter valued at approximately $25,000. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 345.8% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 321 shares of the company’s stock worth $26,000 after buying an additional 249 shares during the last quarter. Ashton Thomas Securities LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter valued at $30,000. Valley National Advisers Inc. purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter valued at $33,000. Finally, Merkkuri Wealth Advisors LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter valued at $38,000. 23.15% of the stock is owned by hedge funds and other institutional investors.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of NASDAQ:SHY opened at $81.77 on Tuesday. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $81.75 and a 52-week high of $83.20. The firm has a fifty day moving average of $81.98 and a 200 day moving average of $82.38. The firm has a market capitalization of $25.12 billion, a PE ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Thursday, August 6th. Shareholders of record on Monday, August 3rd will be paid a dividend of $0.2508 per share. This represents a c) annualized dividend and a yield of 3.7%. This is an increase from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.24. The ex-dividend date of this dividend is Monday, August 3rd.

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.