Heritage Oak Wealth Advisors LLC Has $348,000 Stock Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Heritage Oak Wealth Advisors LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 4.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,190 shares of the company’s stock after purchasing an additional 178 shares during the quarter. Heritage Oak Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $348,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. WestEnd Advisors LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF in the 2nd quarter valued at approximately $30,000. Financial Connections Group Inc. acquired a new position in iShares 1-3 Year Treasury Bond ETF in the 2nd quarter valued at approximately $31,000. Future Financial Wealth Managment LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF in the 1st quarter valued at approximately $36,000. Atticus Wealth Management LLC increased its position in iShares 1-3 Year Treasury Bond ETF by 76.0% in the 1st quarter. Atticus Wealth Management LLC now owns 549 shares of the company’s stock valued at $45,000 after acquiring an additional 237 shares during the period. Finally, Rational Advisors LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF in the 2nd quarter valued at approximately $67,000. 23.62% of the stock is currently owned by institutional investors and hedge funds.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of NASDAQ SHY opened at $82.42 on Friday. The firm has a 50 day moving average price of $82.80 and a two-hundred day moving average price of $82.03. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $80.80 and a 52-week high of $83.30. The stock has a market cap of $22.56 billion, a P/E ratio of 3,695.45 and a beta of 0.01.

iShares 1-3 Year Treasury Bond ETF Announces Dividend

The company also recently disclosed a dividend, which was paid on Friday, September 6th. Stockholders of record on Tuesday, September 3rd were paid a $0.2883 dividend. The ex-dividend date of this dividend was Tuesday, September 3rd.

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.