Discipline Wealth Solutions LLC Has $3.32 Million Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Discipline Wealth Solutions LLC raised its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 73.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,177 shares of the company’s stock after purchasing an additional 17,033 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $3,317,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. AdvisorNet Financial Inc raised its position in iShares 1-3 Year Treasury Bond ETF by 1.4% during the first quarter. AdvisorNet Financial Inc now owns 152,478 shares of the company’s stock worth $12,590,000 after acquiring an additional 2,097 shares in the last quarter. SWP Financial LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 11.6% during the 1st quarter. SWP Financial LLC now owns 3,886 shares of the company’s stock worth $321,000 after purchasing an additional 404 shares during the last quarter. Birch Financial Group LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 1.3% during the 1st quarter. Birch Financial Group LLC now owns 32,569 shares of the company’s stock worth $2,689,000 after purchasing an additional 409 shares during the last quarter. Values First Advisors Inc. raised its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 2.3% in the 1st quarter. Values First Advisors Inc. now owns 89,406 shares of the company’s stock valued at $7,382,000 after purchasing an additional 2,044 shares during the period. Finally, Ocean Park Asset Management LLC bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the 1st quarter valued at about $2,240,000. Institutional investors and hedge funds own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of NASDAQ:SHY opened at $81.91 on Tuesday. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $81.86 and a 52-week high of $83.20. The company has a market capitalization of $25.08 billion, a P/E ratio of 3,747.73 and a beta of 0.05. The company has a 50-day simple moving average of $82.22 and a 200 day simple moving average of $82.57.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were given a $0.2429 dividend. The ex-dividend date of this dividend was Monday, June 1st. This is a positive change from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.24. This represents a c) dividend on an annualized basis and a dividend yield of 3.6%.

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.