Waverly Advisors LLC Raises Stock Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Francis Steltz on Jul 28th, 2026

Waverly Advisors LLC increased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 48.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 103,002 shares of the company’s stock after buying an additional 33,429 shares during the period. Waverly Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $8,505,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Bryn Mawr Trust Advisors LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.3% in the fourth quarter. Bryn Mawr Trust Advisors LLC now owns 5,644 shares of the company’s stock worth $467,000 after acquiring an additional 126 shares during the last quarter. Savant Capital LLC boosted its position in iShares 1-3 Year Treasury Bond ETF by 1.4% in the 4th quarter. Savant Capital LLC now owns 8,894 shares of the company’s stock valued at $737,000 after buying an additional 126 shares during the period. Tower View Wealth Management LLC increased its holdings in iShares 1-3 Year Treasury Bond ETF by 11.4% during the 1st quarter. Tower View Wealth Management LLC now owns 1,285 shares of the company’s stock worth $106,000 after purchasing an additional 132 shares during the period. Cahaba Wealth Management Inc. raised its holdings in iShares 1-3 Year Treasury Bond ETF by 0.5% in the first quarter. Cahaba Wealth Management Inc. now owns 25,095 shares of the company’s stock valued at $2,072,000 after acquiring an additional 133 shares in the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. lifted its position in shares of iShares 1-3 Year Treasury Bond ETF by 1.2% during the 4th quarter. Marshall & Sterling Wealth Advisors Inc. now owns 11,275 shares of the company’s stock worth $934,000 after purchasing an additional 138 shares during the last quarter. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Price Performance

Shares of NASDAQ:SHY opened at $81.86 on Tuesday. The firm has a market capitalization of $25.41 billion, a P/E ratio of 3,747.73 and a beta of 0.05. The company’s fifty day moving average price is $82.00 and its 200 day moving average price is $82.41. iShares 1-3 Year Treasury Bond ETF has a 12 month low of $81.76 and a 12 month high of $83.20.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

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

iShares 1-3 Year Treasury Bond ETF Company 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.