Bartlett & CO. Wealth Management LLC Trims Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Brian Himes on Jul 18th, 2026

Bartlett & CO. Wealth Management LLC reduced its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 14.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 194,098 shares of the company’s stock after selling 33,060 shares during the quarter. Bartlett & CO. Wealth Management LLC owned about 0.06% of iShares 1-3 Year Treasury Bond ETF worth $15,992,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Kesler Norman & Wride LLC boosted its stake in iShares 1-3 Year Treasury Bond ETF by 26.0% during the 1st quarter. Kesler Norman & Wride LLC now owns 4,434 shares of the company’s stock worth $366,000 after purchasing an additional 914 shares during the period. Zhang Financial LLC increased its stake in iShares 1-3 Year Treasury Bond ETF by 9.3% in the first quarter. Zhang Financial LLC now owns 12,440 shares of the company’s stock valued at $1,027,000 after purchasing an additional 1,063 shares during the period. Advisortrust Partners LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF in the first quarter valued at $73,000. Assetmark Inc. increased its stake in iShares 1-3 Year Treasury Bond ETF by 46.1% in the first quarter. Assetmark Inc. now owns 3,175,680 shares of the company’s stock valued at $262,216,000 after purchasing an additional 1,002,453 shares during the period. Finally, Gerald Baker Financial Group LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the first quarter valued at about $316,000. 23.15% of the stock is currently owned by hedge funds and other institutional investors.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of SHY opened at $81.99 on Friday. iShares 1-3 Year Treasury Bond ETF has a fifty-two week low of $81.79 and a fifty-two week high of $83.20. The company has a market capitalization of $25.66 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. The firm has a 50-day simple moving average of $82.04 and a 200-day simple moving average of $82.46.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

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