Strata Wealth Advisors LLC Has $2.13 Million Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Kim Johansen on Jul 7th, 2026

Strata Wealth Advisors LLC cut its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 33.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 25,826 shares of the company’s stock after selling 13,183 shares during the quarter. iShares 1-3 Year Treasury Bond ETF comprises 0.6% of Strata Wealth Advisors LLC’s holdings, making the stock its 26th biggest position. Strata Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $2,132,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Captrust Financial Advisors boosted its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 5.5% in the fourth quarter. Captrust Financial Advisors now owns 17,964,759 shares of the company’s stock valued at $1,487,841,000 after buying an additional 940,434 shares during the period. Bank of America Corp DE lifted its position in iShares 1-3 Year Treasury Bond ETF by 1.1% in the 3rd quarter. Bank of America Corp DE now owns 11,740,171 shares of the company’s stock valued at $973,965,000 after acquiring an additional 133,178 shares in the last quarter. JPMorgan Chase & Co. lifted its position in iShares 1-3 Year Treasury Bond ETF by 4.6% in the 4th quarter. JPMorgan Chase & Co. now owns 10,609,701 shares of the company’s stock valued at $878,695,000 after acquiring an additional 467,629 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in iShares 1-3 Year Treasury Bond ETF by 387.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,292,811 shares of the company’s stock worth $438,351,000 after purchasing an additional 4,206,546 shares during the period. Finally, Wells Fargo & Company MN boosted its stake in iShares 1-3 Year Treasury Bond ETF by 0.9% in the 4th quarter. Wells Fargo & Company MN now owns 5,213,941 shares of the company’s stock worth $431,819,000 after purchasing an additional 45,271 shares during the period. 23.15% of the stock is owned by institutional investors.

iShares 1-3 Year Treasury Bond ETF Price Performance

Shares of SHY traded down $0.03 during midday trading on Tuesday, hitting $81.95. The stock had a trading volume of 582,704 shares, compared to its average volume of 4,399,809. The company has a 50 day simple moving average of $82.13 and a two-hundred day simple moving average of $82.52. iShares 1-3 Year Treasury Bond ETF has a twelve month low of $81.83 and a twelve month high of $83.20. The firm has a market cap of $25.36 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st will be paid a $0.2383 dividend. The ex-dividend date is Wednesday, July 1st. This represents a c) annualized dividend and a yield of 3.5%.

About iShares 1-3 Year Treasury Bond ETF

(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.