Discipline Wealth Solutions LLC Has $3.32 Million Position in iShares 1-3 Year Treasury Bond ETF $SHY

Discipline Wealth Solutions LLC increased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 73.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,177 shares of the company’s stock after buying an additional 17,033 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $3,317,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. MCF Advisors LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth approximately $25,000. Lodestone Wealth Management LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth approximately $29,000. Holos Integrated Wealth LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter valued at approximately $29,000. Valley National Advisers Inc. acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter valued at approximately $33,000. Finally, Accredited Wealth Management LLC lifted its position in shares of iShares 1-3 Year Treasury Bond ETF by 50.0% in the third quarter. Accredited Wealth Management LLC now owns 450 shares of the company’s stock worth $37,000 after purchasing an additional 150 shares in the last quarter. Institutional investors and hedge funds own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Down 0.1%

Shares of SHY stock opened at $81.91 on Tuesday. iShares 1-3 Year Treasury Bond ETF has a 12 month low of $81.86 and a 12 month high of $83.20. The company’s fifty day simple moving average is $82.22 and its 200-day simple moving average is $82.57. The firm has a market cap of $25.08 billion, a PE ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, June 1st were paid a $0.2429 dividend. This represents a c) annualized dividend and a yield of 3.6%. The ex-dividend date was Monday, June 1st. This is an increase from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.24.

About iShares 1-3 Year Treasury Bond ETF

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.