iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Acquired by Capasso Planning Partners LLC

Capasso Planning Partners LLC lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 8.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 66,759 shares of the company’s stock after purchasing an additional 5,428 shares during the quarter. iShares 1-3 Year Treasury Bond ETF comprises about 2.2% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 9th largest holding. Capasso Planning Partners LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $5,473,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Proficio Capital Partners LLC lifted its position in iShares 1-3 Year Treasury Bond ETF by 11,520.9% in the fourth quarter. Proficio Capital Partners LLC now owns 8,244,236 shares of the company’s stock worth $675,862,000 after purchasing an additional 8,173,293 shares during the period. Raymond James Financial Inc. bought a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter valued at about $389,029,000. Captrust Financial Advisors grew its holdings in iShares 1-3 Year Treasury Bond ETF by 72.7% during the third quarter. Captrust Financial Advisors now owns 8,465,842 shares of the company’s stock worth $703,935,000 after acquiring an additional 3,563,486 shares during the period. Assetmark Inc. raised its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 94.0% in the 4th quarter. Assetmark Inc. now owns 4,075,986 shares of the company’s stock worth $334,149,000 after purchasing an additional 1,975,432 shares in the last quarter. Finally, LPL Financial LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 21.8% during the 3rd quarter. LPL Financial LLC now owns 6,658,791 shares of the company’s stock worth $553,678,000 after acquiring an additional 1,193,337 shares in 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 0.1 %

Shares of NASDAQ SHY opened at $82.48 on Wednesday. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $80.91 and a 52-week high of $83.30. The stock has a market capitalization of $23.24 billion, a price-to-earnings ratio of 3,755.45 and a beta of 0.01. The stock’s fifty day simple moving average is $82.15 and its 200 day simple moving average is $82.33.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were paid a dividend of $0.2531 per share. The ex-dividend date was Monday, March 3rd.

iShares 1-3 Year Treasury Bond ETF Company Profile

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.