Principia Wealth Advisory LLC Sells 11,864 Shares of iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Danessa Lincoln on May 29th, 2026

Principia Wealth Advisory LLC decreased its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 62.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,138 shares of the company’s stock after selling 11,864 shares during the period. Principia Wealth Advisory LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $591,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. TruWealth Advisors LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 4.5% during the 4th quarter. TruWealth Advisors LLC now owns 2,828 shares of the company’s stock valued at $234,000 after acquiring an additional 121 shares during the period. Bryn Mawr Trust Advisors LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 2.3% during the 4th quarter. Bryn Mawr Trust Advisors LLC now owns 5,644 shares of the company’s stock valued at $467,000 after acquiring an additional 126 shares during the period. Savant Capital LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 1.4% during the 4th quarter. Savant Capital LLC now owns 8,894 shares of the company’s stock valued at $737,000 after acquiring an additional 126 shares during the period. Onyx Bridge Wealth Group LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 2.5% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 5,268 shares of the company’s stock valued at $437,000 after acquiring an additional 128 shares during the period. Finally, Belpointe Asset Management LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 0.8% during the 3rd quarter. Belpointe Asset Management LLC now owns 17,415 shares of the company’s stock valued at $1,445,000 after acquiring an additional 131 shares during the period. Institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Price Performance

Shares of SHY stock opened at $82.26 on Friday. iShares 1-3 Year Treasury Bond ETF has a 1 year low of $82.00 and a 1 year high of $83.20. The firm has a fifty day moving average price of $82.35 and a 200-day moving average price of $82.68. The company has a market cap of $25.19 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Announces Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Friday, May 1st were given a dividend of $0.2428 per share. The ex-dividend date of this dividend was Friday, May 1st. This represents a c) dividend on an annualized basis 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.