Modera Wealth Management LLC Makes New $625,000 Investment in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Latisha Jones on Nov 3rd, 2026

Modera Wealth Management LLC purchased a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,695 shares of the company’s stock, valued at approximately $625,000.

A number of other large investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 28.3% during the 1st quarter. Bank of America Corp DE now owns 15,649,532 shares of the company’s stock worth $1,292,182,000 after purchasing an additional 3,451,890 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in iShares 1-3 Year Treasury Bond ETF by 3.0% during the first quarter. Bank of New York Mellon Corp now owns 5,713,736 shares of the company’s stock worth $471,783,000 after purchasing an additional 165,473 shares during the period. RPOA Advisors Inc. bought a new position in iShares 1-3 Year Treasury Bond ETF during the third quarter worth about $301,889,000. The Manufacturers Life Insurance Company grew its holdings in iShares 1-3 Year Treasury Bond ETF by 225.0% during the second quarter. The Manufacturers Life Insurance Company now owns 3,545,364 shares of the company’s stock worth $291,110,000 after purchasing an additional 2,454,485 shares during the period. Finally, Assetmark Inc. increased its position in iShares 1-3 Year Treasury Bond ETF by 46.1% during the first quarter. Assetmark Inc. now owns 3,175,680 shares of the company’s stock worth $262,216,000 after buying an additional 1,002,453 shares during the last quarter. Institutional investors and hedge funds own 23.15% of the company’s stock.

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

NASDAQ:SHY opened at $81.46 on Tuesday. The stock’s 50 day moving average price is $81.42 and its two-hundred day moving average price is $82.11. The firm has a market capitalization of $27.44 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. iShares 1-3 Year Treasury Bond ETF has a 12-month low of $80.95 and a 12-month high of $83.20.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Thursday, November 5th. Stockholders of record on Monday, November 2nd will be paid a dividend of $0.2544 per share. The ex-dividend date is Monday, November 2nd. This represents a $3.05 annualized dividend and a dividend yield of 3.7%. This is an increase from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.2410.

About iShares 1-3 Year Treasury Bond ETF

(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.