Stolz & Associates PS Invests $10.22 Million in iShares Short Treasury Bond ETF $SHV

Stolz & Associates PS acquired a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 92,798 shares of the company’s stock, valued at approximately $10,222,000. iShares Short Treasury Bond ETF makes up approximately 7.9% of Stolz & Associates PS’s holdings, making the stock its 4th largest position. Stolz & Associates PS owned approximately 0.05% of iShares Short Treasury Bond ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in SHV. Mullooly Asset Management Inc. raised its position in iShares Short Treasury Bond ETF by 6.5% during the fourth quarter. Mullooly Asset Management Inc. now owns 222,468 shares of the company’s stock valued at $24,505,000 after purchasing an additional 13,527 shares during the period. HighTower Advisors LLC raised its position in iShares Short Treasury Bond ETF by 41.7% during the fourth quarter. HighTower Advisors LLC now owns 239,356 shares of the company’s stock valued at $26,365,000 after purchasing an additional 70,461 shares during the period. Envestnet Portfolio Solutions Inc. boosted its stake in iShares Short Treasury Bond ETF by 6.7% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 7,489 shares of the company’s stock worth $825,000 after buying an additional 470 shares during the period. Independent Solutions Wealth Management LLC boosted its stake in iShares Short Treasury Bond ETF by 19.4% during the fourth quarter. Independent Solutions Wealth Management LLC now owns 111,699 shares of the company’s stock worth $12,304,000 after buying an additional 18,118 shares during the period. Finally, Sound Portfolio Advisors LLC purchased a new position in iShares Short Treasury Bond ETF during the fourth quarter worth $201,000. 7.10% of the stock is owned by hedge funds and other institutional investors.

iShares Short Treasury Bond ETF Stock Up 0.0%

NASDAQ SHV opened at $110.25 on Tuesday. The company has a fifty day moving average of $110.24 and a two-hundred day moving average of $110.25. iShares Short Treasury Bond ETF has a 52 week low of $110.02 and a 52 week high of $110.50.

iShares Short Treasury Bond ETF 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.