Core Wealth Partners LLC Trims Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Core Wealth Partners LLC lessened its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 3.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,503 shares of the company’s stock after selling 1,021 shares during the quarter. iShares Short Treasury Bond ETF comprises 2.2% of Core Wealth Partners LLC’s portfolio, making the stock its 11th largest holding. Core Wealth Partners LLC’s holdings in iShares Short Treasury Bond ETF were worth $2,930,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. ADAR1 Capital Management LLC bought a new stake in iShares Short Treasury Bond ETF in the 4th quarter worth approximately $2,698,000. Sumitomo Mitsui Financial Group Inc. lifted its position in iShares Short Treasury Bond ETF by 155.3% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 41,394 shares of the company’s stock worth $4,559,000 after buying an additional 25,177 shares during the last quarter. AMG National Trust Bank lifted its position in iShares Short Treasury Bond ETF by 8.9% in the fourth quarter. AMG National Trust Bank now owns 44,895 shares of the company’s stock valued at $4,944,000 after purchasing an additional 3,660 shares during the last quarter. Institute for Wealth Management LLC. lifted its position in iShares Short Treasury Bond ETF by 7.9% in the fourth quarter. Institute for Wealth Management LLC. now owns 36,034 shares of the company’s stock valued at $3,968,000 after purchasing an additional 2,636 shares during the last quarter. Finally, Wells Fargo & Company MN lifted its position in iShares Short Treasury Bond ETF by 11.9% in the fourth quarter. Wells Fargo & Company MN now owns 3,812,911 shares of the company’s stock valued at $419,916,000 after purchasing an additional 404,970 shares during the last quarter. Hedge funds and other institutional investors own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Stock Performance

SHV stock traded up $0.03 during midday trading on Thursday, hitting $110.10. The company had a trading volume of 1,810,054 shares, compared to its average volume of 2,400,463. iShares Short Treasury Bond ETF has a 52 week low of $109.85 and a 52 week high of $110.60. The stock’s 50 day moving average price is $110.28 and its 200 day moving average price is $110.28.

iShares Short Treasury Bond ETF Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, July 5th. Investors of record on Monday, July 1st will be paid a $0.4662 dividend. This represents a $5.59 dividend on an annualized basis and a yield of 5.08%. The ex-dividend date is Monday, July 1st.

iShares Short Treasury Bond ETF Company Profile

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.