Petros Family Wealth LLC Buys Shares of 40,428 iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Alphonse Anthony on Jul 2nd, 2026

Petros Family Wealth LLC bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 40,428 shares of the company’s stock, valued at approximately $3,338,000. iShares 1-3 Year Treasury Bond ETF comprises 2.4% of Petros Family Wealth LLC’s investment portfolio, making the stock its 10th largest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. MCF Advisors LLC purchased a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter valued at $25,000. Holos Integrated Wealth LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter worth $29,000. Lodestone Wealth Management LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter worth $29,000. Valley National Advisers Inc. purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter worth $33,000. Finally, Merkkuri Wealth Advisors LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF during the first quarter valued at $38,000. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Price Performance

SHY opened at $81.84 on Thursday. The stock has a 50-day moving average price of $82.15 and a 200-day moving average price of $82.53. The firm has a market cap of $25.06 billion, a PE ratio of 3,747.73 and a beta of 0.05. iShares 1-3 Year Treasury Bond ETF has a 1 year low of $81.83 and a 1 year high of $83.20.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st will be paid a dividend of $0.2383 per share. This represents a c) dividend on an annualized basis and a yield of 3.5%. The ex-dividend date is Wednesday, July 1st.

iShares 1-3 Year Treasury Bond ETF Company 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.