Forum Financial Management LP Grows Stock Position in iShares Short Treasury Bond ETF $SHV

Forum Financial Management LP lifted its position in iShares Short Treasury Bond ETF (NASDAQ:SHV) by 22.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,066 shares of the company’s stock after acquiring an additional 7,518 shares during the period. Forum Financial Management LP’s holdings in iShares Short Treasury Bond ETF were worth $4,533,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Aegis Wealth Management LLC increased its holdings in shares of iShares Short Treasury Bond ETF by 21.9% in the fourth quarter. Aegis Wealth Management LLC now owns 83,889 shares of the company’s stock valued at $9,240,000 after purchasing an additional 15,082 shares during the last quarter. Savvy Advisors Inc. raised its holdings in iShares Short Treasury Bond ETF by 487.7% in the 4th quarter. Savvy Advisors Inc. now owns 12,088 shares of the company’s stock valued at $1,332,000 after buying an additional 10,031 shares during the period. CVA Family Office LLC raised its stake in shares of iShares Short Treasury Bond ETF by 28.4% in the 4th quarter. CVA Family Office LLC now owns 76,570 shares of the company’s stock valued at $8,434,000 after acquiring an additional 16,927 shares during the period. Private Advisory Group LLC raised its position in iShares Short Treasury Bond ETF by 308.3% in the fourth quarter. Private Advisory Group LLC now owns 20,397 shares of the company’s stock valued at $2,247,000 after purchasing an additional 15,401 shares during the period. Finally, AdvisorNet Financial Inc boosted its holdings in iShares Short Treasury Bond ETF by 4.0% during the 4th quarter. AdvisorNet Financial Inc now owns 153,207 shares of the company’s stock valued at $16,876,000 after acquiring an additional 5,921 shares during the period. 7.10% of the stock is currently owned by hedge funds and other institutional investors.

iShares Short Treasury Bond ETF Stock Up 0.0%

SHV stock opened at $110.34 on Tuesday. The business’s 50-day moving average is $110.24 and its two-hundred day moving average is $110.24. iShares Short Treasury Bond ETF has a 1 year low of $110.02 and a 1 year high of $110.50.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.