High Note Wealth LLC Has $678,000 Holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV)

High Note Wealth LLC cut its position in iShares Short Treasury Bond ETF (NASDAQ:SHVFree Report) by 8.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,155 shares of the company’s stock after selling 587 shares during the quarter. High Note Wealth LLC’s holdings in iShares Short Treasury Bond ETF were worth $678,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Vicus Capital grew its stake in shares of iShares Short Treasury Bond ETF by 44.3% in the second quarter. Vicus Capital now owns 4,715 shares of the company’s stock valued at $474,000 after acquiring an additional 1,447 shares in the last quarter. Americana Partners LLC grew its stake in shares of iShares Short Treasury Bond ETF by 217.9% in the third quarter. Americana Partners LLC now owns 354,635 shares of the company’s stock valued at $40,118,000 after acquiring an additional 243,084 shares in the last quarter. Paulson Wealth Management Inc. grew its stake in shares of iShares Short Treasury Bond ETF by 1.4% in the third quarter. Paulson Wealth Management Inc. now owns 81,117 shares of the company’s stock valued at $8,961,000 after acquiring an additional 1,089 shares in the last quarter. Strategic Point Investment Advisors LLC grew its stake in shares of iShares Short Treasury Bond ETF by 2.1% in the third quarter. Strategic Point Investment Advisors LLC now owns 170,079 shares of the company’s stock valued at $18,789,000 after acquiring an additional 3,562 shares in the last quarter. Finally, Acorn Financial Advisory Services Inc. ADV acquired a new position in shares of iShares Short Treasury Bond ETF in the third quarter valued at about $286,000. 7.11% of the stock is owned by institutional investors.

iShares Short Treasury Bond ETF Stock Performance

SHV stock opened at $110.53 on Thursday. iShares Short Treasury Bond ETF has a 52 week low of $109.85 and a 52 week high of $110.60. The company’s 50-day simple moving average is $110.34 and its 200 day simple moving average is $110.28.

iShares Short Treasury Bond ETF Dividend Announcement

The company also recently disclosed a monthly dividend, which was paid on Thursday, March 7th. Investors of record on Monday, March 4th were given a dividend of $0.4477 per share. The ex-dividend date was Friday, March 1st. This represents a $5.37 annualized dividend and a yield of 4.86%.

iShares Short Treasury Bond ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Short Treasury Bond ETF (NASDAQ:SHV)

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