Heritage Oak Wealth Advisors LLC Buys New Shares in iShares 1-3 Year Treasury Bond ETF $SHY

Heritage Oak Wealth Advisors LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund bought 309,201 shares of the company’s stock, valued at approximately $25,531,000. iShares 1-3 Year Treasury Bond ETF makes up about 8.1% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest position. Heritage Oak Wealth Advisors LLC owned 0.10% of iShares 1-3 Year Treasury Bond ETF at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. NewEdge Advisors LLC raised its position in iShares 1-3 Year Treasury Bond ETF by 0.7% in the 2nd quarter. NewEdge Advisors LLC now owns 131,739 shares of the company’s stock valued at $10,916,000 after purchasing an additional 916 shares in the last quarter. Squarepoint Ops LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 103.3% during the second quarter. Squarepoint Ops LLC now owns 15,212 shares of the company’s stock worth $1,260,000 after buying an additional 7,731 shares in the last quarter. Darwin Wealth Management LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF during the second quarter worth about $70,000. NCM Capital Management LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 6.7% during the second quarter. NCM Capital Management LLC now owns 9,569 shares of the company’s stock worth $793,000 after buying an additional 603 shares during the period. Finally, Ausdal Financial Partners Inc. increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.9% during the second quarter. Ausdal Financial Partners Inc. now owns 32,729 shares of the company’s stock worth $2,712,000 after buying an additional 919 shares during the period. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Trading Down 0.3%

Shares of SHY opened at $81.84 on Thursday. The firm has a market capitalization of $25.06 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. The firm’s fifty day simple moving average is $82.15 and its 200-day simple moving average is $82.53. iShares 1-3 Year Treasury Bond ETF has a twelve month low of $81.83 and a twelve month high of $83.20.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st will be issued 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 of this dividend is Wednesday, July 1st.

iShares 1-3 Year Treasury Bond ETF Company Profile

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.