EP Wealth Advisors LLC Reduces Stock Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

EP Wealth Advisors LLC lessened its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 22.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,447 shares of the company’s stock after selling 421 shares during the period. EP Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $118,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Patriot Financial Group Insurance Agency LLC lifted its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 5.0% during the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 2,758 shares of the company’s stock worth $225,000 after acquiring an additional 131 shares during the period. Patton Fund Management Inc. boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 1.8% in the 2nd quarter. Patton Fund Management Inc. now owns 7,767 shares of the company’s stock valued at $634,000 after purchasing an additional 140 shares during the last quarter. SWP Financial LLC grew its stake in shares of iShares 1-3 Year Treasury Bond ETF by 3.4% during the 1st quarter. SWP Financial LLC now owns 4,264 shares of the company’s stock valued at $349,000 after buying an additional 142 shares during the period. Secure Asset Management LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 2.0% during the 2nd quarter. Secure Asset Management LLC now owns 7,528 shares of the company’s stock worth $615,000 after buying an additional 148 shares during the last quarter. Finally, Aveo Capital Partners LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 1.0% in the 2nd quarter. Aveo Capital Partners LLC now owns 15,054 shares of the company’s stock worth $1,229,000 after buying an additional 148 shares during the period. Institutional investors and hedge funds own 23.62% of the company’s stock.

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

SHY stock opened at $82.52 on Friday. The company has a market cap of $24.48 billion, a PE ratio of 3,695.45 and a beta of 0.01. The stock has a 50-day moving average price of $82.80 and a two-hundred day moving average price of $81.95. iShares 1-3 Year Treasury Bond ETF has a 12-month low of $80.67 and a 12-month high of $83.30.

iShares 1-3 Year Treasury Bond ETF Dividend Announcement

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

iShares 1-3 Year Treasury Bond ETF 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.