Surience Private Wealth LLC Buys New Stake in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Surience Private Wealth LLC acquired a new position in iShares Short Treasury Bond ETF (NASDAQ:SHVFree Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 37,322 shares of the company’s stock, valued at approximately $4,123,000. iShares Short Treasury Bond ETF accounts for about 7.2% of Surience Private Wealth LLC’s portfolio, making the stock its 5th largest holding.

A number of other large investors have also modified their holdings of the company. FMR LLC grew its holdings in iShares Short Treasury Bond ETF by 152.1% in the fourth quarter. FMR LLC now owns 5,217,524 shares of the company’s stock valued at $574,502,000 after purchasing an additional 3,147,534 shares during the period. Wells Fargo & Company MN grew its stake in iShares Short Treasury Bond ETF by 3.7% in the 4th quarter. Wells Fargo & Company MN now owns 3,850,840 shares of the company’s stock valued at $424,016,000 after acquiring an additional 137,455 shares during the period. LPL Financial LLC grew its stake in iShares Short Treasury Bond ETF by 6.8% in the 4th quarter. LPL Financial LLC now owns 1,907,963 shares of the company’s stock valued at $210,086,000 after acquiring an additional 120,706 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in iShares Short Treasury Bond ETF by 25.2% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,517,183 shares of the company’s stock valued at $167,588,000 after acquiring an additional 305,749 shares during the period. Finally, NFP Retirement Inc. grew its position in shares of iShares Short Treasury Bond ETF by 2.1% in the fourth quarter. NFP Retirement Inc. now owns 1,190,784 shares of the company’s stock valued at $131,117,000 after purchasing an additional 24,744 shares during the period. Institutional investors and hedge funds own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Trading Up 0.0%

Shares of NASDAQ SHV opened at $110.42 on Friday. The company’s 50-day simple moving average is $110.27 and its 200-day simple moving average is $110.26. iShares Short Treasury Bond ETF has a 52-week low of $109.91 and a 52-week high of $110.64.

iShares Short Treasury Bond ETF Increases Dividend

The company also recently disclosed a dividend, which was paid on Thursday, June 5th. Investors of record on Monday, June 2nd were issued a $0.397 dividend. This is a boost from iShares Short Treasury Bond ETF’s previous dividend of $0.37. The ex-dividend date of this dividend was Monday, June 2nd.

iShares Short Treasury Bond ETF Company 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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