Carlton Hofferkamp & Jenks Wealth Management LLC Has $2.68 Million Position in iShares Short Treasury Bond ETF $SHV

Carlton Hofferkamp & Jenks Wealth Management LLC cut its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 23.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,317 shares of the company’s stock after selling 7,322 shares during the quarter. iShares Short Treasury Bond ETF makes up about 0.8% of Carlton Hofferkamp & Jenks Wealth Management LLC’s portfolio, making the stock its 29th largest position. Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings in iShares Short Treasury Bond ETF were worth $2,684,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. JPL Wealth Management LLC acquired a new position in shares of iShares Short Treasury Bond ETF during the third quarter valued at about $26,000. Godfrey Financial Associates Inc. bought a new position in shares of iShares Short Treasury Bond ETF during the 4th quarter worth about $35,000. LFA Lugano Financial Advisors SA acquired a new stake in shares of iShares Short Treasury Bond ETF in the 4th quarter valued at about $39,000. International Assets Investment Management LLC acquired a new stake in shares of iShares Short Treasury Bond ETF in the 4th quarter valued at about $43,000. Finally, Simplex Trading LLC grew its stake in shares of iShares Short Treasury Bond ETF by 271.0% in the 4th quarter. Simplex Trading LLC now owns 397 shares of the company’s stock valued at $44,000 after buying an additional 290 shares during the period. 7.10% of the stock is currently owned by institutional investors and hedge funds.

iShares Short Treasury Bond ETF Price Performance

Shares of iShares Short Treasury Bond ETF stock opened at $110.09 on Monday. The business has a 50-day simple moving average of $110.23 and a 200 day simple moving average of $110.23. iShares Short Treasury Bond ETF has a one year low of $110.02 and a one 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.