Whalen Wealth Management Inc. Has $380,000 Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Whalen Wealth Management Inc. lessened its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) by 98.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,641 shares of the company’s stock after selling 345,857 shares during the period. Whalen Wealth Management Inc.’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $380,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. EverSource Wealth Advisors LLC grew its position in shares of iShares 1-3 Year Treasury Bond ETF by 66.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,509 shares of the company’s stock worth $371,000 after buying an additional 1,796 shares during the period. Insigneo Advisory Services LLC bought a new position in iShares 1-3 Year Treasury Bond ETF in the second quarter valued at approximately $592,000. Wescott Financial Advisory Group LLC grew its holdings in iShares 1-3 Year Treasury Bond ETF by 5.9% during the 2nd quarter. Wescott Financial Advisory Group LLC now owns 27,500 shares of the company’s stock worth $2,245,000 after acquiring an additional 1,539 shares during the period. Kingfisher Capital LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF by 3.3% during the 2nd quarter. Kingfisher Capital LLC now owns 6,954 shares of the company’s stock valued at $568,000 after acquiring an additional 223 shares during the last quarter. Finally, Daymark Wealth Partners LLC lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 5.8% in the 2nd quarter. Daymark Wealth Partners LLC now owns 5,461 shares of the company’s stock valued at $446,000 after purchasing an additional 300 shares during the period. Institutional investors and hedge funds own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Down 0.0 %

NASDAQ:SHY opened at $82.09 on Thursday. iShares 1-3 Year Treasury Bond ETF has a 12-month low of $80.91 and a 12-month high of $83.30. The stock’s fifty day simple moving average is $82.02 and its 200-day simple moving average is $82.34. The firm has a market capitalization of $22.99 billion, a P/E ratio of 3,695.45 and a beta of 0.01.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The business also recently announced a monthly dividend, which was paid on Monday, December 23rd. Stockholders of record on Wednesday, December 18th were given a dividend of $0.2804 per share. The ex-dividend date was Wednesday, December 18th. This represents a $3.36 annualized dividend and a dividend yield of 4.10%.

iShares 1-3 Year Treasury Bond ETF 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.