Petros Family Wealth LLC Invests $3.34 Million in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Tyrone Williams on Jul 2nd, 2026

Petros Family Wealth LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor purchased 40,428 shares of the company’s stock, valued at approximately $3,338,000. iShares 1-3 Year Treasury Bond ETF accounts for approximately 2.4% of Petros Family Wealth LLC’s holdings, making the stock its 10th largest position.

Several other institutional investors also recently modified their holdings of the business. MCF Advisors LLC purchased a new position in iShares 1-3 Year Treasury Bond ETF in the 4th quarter worth about $25,000. Lodestone Wealth Management LLC bought a new position in iShares 1-3 Year Treasury Bond ETF during the 4th quarter valued at about $29,000. Holos Integrated Wealth LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter valued at about $29,000. Valley National Advisers Inc. purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter valued at about $33,000. Finally, Merkkuri Wealth Advisors LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 1st quarter valued at about $38,000. 23.15% of the stock is owned by hedge funds and other institutional investors.

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

Shares of SHY stock opened at $81.84 on Thursday. The company has a 50 day moving average price of $82.15 and a 200-day moving average price of $82.53. iShares 1-3 Year Treasury Bond ETF has a 52 week low of $81.83 and a 52 week high of $83.20. The firm has a market capitalization of $25.06 billion, a PE ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which will be paid on Tuesday, July 7th. Investors of record on Wednesday, July 1st will be issued a $0.2383 dividend. The ex-dividend date is Wednesday, July 1st. This represents a c) annualized dividend and a yield of 3.5%.

iShares 1-3 Year Treasury Bond ETF Profile

(Free Report)

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.