Vestwell Advisors LLC Invests $677,000 in iShares Short Treasury Bond ETF $SHV

Vestwell Advisors LLC purchased a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV) in the second quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 6,132 shares of the company’s stock, valued at approximately $677,000. iShares Short Treasury Bond ETF accounts for 0.3% of Vestwell Advisors LLC’s portfolio, making the stock its 18th largest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. Avalon Capital Management increased its position in shares of iShares Short Treasury Bond ETF by 33.6% during the 2nd quarter. Avalon Capital Management now owns 51,938 shares of the company’s stock valued at $5,735,000 after purchasing an additional 13,068 shares during the period. 17 Capital Partners LLC bought a new position in iShares Short Treasury Bond ETF during the second quarter valued at about $565,000. San Luis Wealth Advisors LLC raised its position in iShares Short Treasury Bond ETF by 13.5% in the second quarter. San Luis Wealth Advisors LLC now owns 37,456 shares of the company’s stock worth $4,136,000 after acquiring an additional 4,457 shares in the last quarter. Adaptive Financial Consulting LLC lifted its holdings in iShares Short Treasury Bond ETF by 4.3% in the 2nd quarter. Adaptive Financial Consulting LLC now owns 65,384 shares of the company’s stock valued at $7,220,000 after acquiring an additional 2,694 shares during the last quarter. Finally, Partners Capital Investment Group LLP lifted its holdings in iShares Short Treasury Bond ETF by 139.1% in the 1st quarter. Partners Capital Investment Group LLP now owns 120,599 shares of the company’s stock valued at $13,321,000 after acquiring an additional 70,161 shares during the last quarter. 7.10% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Stock Performance

NASDAQ:SHV opened at $110.29 on Monday. The company has a 50-day moving average of $110.30 and a 200-day moving average of $110.28. iShares Short Treasury Bond ETF has a twelve month low of $109.91 and a twelve month high of $110.51.

iShares Short Treasury Bond ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, December 1st were given a $0.3515 dividend. The ex-dividend date was Monday, December 1st.

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.