iShares Short Treasury Bond ETF $SHV Shares Sold by Wealthspire Retirement LLC

Wealthspire Retirement LLC trimmed its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 26.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,034,731 shares of the company’s stock after selling 381,590 shares during the quarter. iShares Short Treasury Bond ETF comprises approximately 6.8% of Wealthspire Retirement LLC’s portfolio, making the stock its 2nd largest holding. Wealthspire Retirement LLC owned approximately 0.55% of iShares Short Treasury Bond ETF worth $114,224,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Brown Advisory Inc. increased its holdings in shares of iShares Short Treasury Bond ETF by 0.9% in the fourth quarter. Brown Advisory Inc. now owns 11,282 shares of the company’s stock valued at $1,243,000 after purchasing an additional 96 shares during the last quarter. Transamerica Financial Advisors LLC lifted its position in iShares Short Treasury Bond ETF by 11.3% during the fourth quarter. Transamerica Financial Advisors LLC now owns 963 shares of the company’s stock worth $106,000 after buying an additional 98 shares in the last quarter. Formidable Asset Management LLC boosted its stake in iShares Short Treasury Bond ETF by 1.5% during the fourth quarter. Formidable Asset Management LLC now owns 6,865 shares of the company’s stock worth $759,000 after buying an additional 100 shares during the last quarter. Tower Research Capital LLC TRC boosted its stake in iShares Short Treasury Bond ETF by 0.3% during the third quarter. Tower Research Capital LLC TRC now owns 38,862 shares of the company’s stock worth $4,294,000 after buying an additional 103 shares during the last quarter. Finally, Intergy Private Wealth LLC grew its holdings in iShares Short Treasury Bond ETF by 2.6% in the 1st quarter. Intergy Private Wealth LLC now owns 4,179 shares of the company’s stock valued at $461,000 after buying an additional 105 shares in the last quarter. 7.10% of the stock is currently owned by institutional investors and hedge funds.

iShares Short Treasury Bond ETF Stock Up 0.0%

Shares of SHV opened at $110.27 on Thursday. iShares Short Treasury Bond ETF has a 52-week low of $110.02 and a 52-week high of $110.50. The stock has a fifty day simple moving average of $110.21 and a two-hundred day simple moving average of $110.24.

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.