Legacy Advisory Services LLC Cuts Stock Position in iShares Short Treasury Bond ETF $SHV

Legacy Advisory Services LLC cut its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV) by 8.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 209,359 shares of the company’s stock after selling 19,338 shares during the quarter. iShares Short Treasury Bond ETF makes up 16.3% of Legacy Advisory Services LLC’s portfolio, making the stock its 3rd largest position. Legacy Advisory Services LLC owned about 0.11% of iShares Short Treasury Bond ETF worth $23,103,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Mascoma Wealth Management LLC grew its stake in iShares Short Treasury Bond ETF by 3.3% in the fourth quarter. Mascoma Wealth Management LLC now owns 194,764 shares of the company’s stock valued at $21,453,000 after purchasing an additional 6,175 shares in the last quarter. 55 North Private Wealth LLC bought a new stake in shares of iShares Short Treasury Bond ETF during the 4th quarter worth approximately $588,000. Chesapeake Capital Corp IL bought a new stake in shares of iShares Short Treasury Bond ETF during the 4th quarter worth approximately $3,558,000. Greenspring Advisors LLC boosted its holdings in shares of iShares Short Treasury Bond ETF by 122.7% in the 4th quarter. Greenspring Advisors LLC now owns 37,682 shares of the company’s stock valued at $4,151,000 after buying an additional 20,759 shares during the last quarter. Finally, TD Waterhouse Canada Inc. boosted its holdings in shares of iShares Short Treasury Bond ETF by 65.0% in the 4th quarter. TD Waterhouse Canada Inc. now owns 17,232 shares of the company’s stock valued at $1,898,000 after buying an additional 6,787 shares during the last quarter. 7.10% of the stock is currently owned by institutional investors and hedge funds.

iShares Short Treasury Bond ETF Price Performance

NASDAQ:SHV opened at $110.21 on Friday. iShares Short Treasury Bond ETF has a 1-year low of $110.02 and a 1-year high of $110.50. The firm has a fifty day simple moving average of $110.21 and a 200 day simple moving average of $110.23.

iShares Short Treasury Bond ETF Company Profile

iShares Short Treasury Bond ETF (the Fund), formerly iShares Barclays Short Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond to the price and yield performance of the Barclays Capital U.S. Short Treasury Bond Index (the Index). The Index measures the performance of public obligations of the United States Treasury that have a remaining maturity of between 1 and 12 months. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.