iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) is Net Worth Advisory Group’s 3rd Largest Position

Posted by Anthony Miller on Jun 12th, 2025

Net Worth Advisory Group reduced its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 0.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 127,579 shares of the company’s stock after selling 363 shares during the quarter. iShares 1-3 Year Treasury Bond ETF accounts for about 3.3% of Net Worth Advisory Group’s holdings, making the stock its 3rd largest holding. Net Worth Advisory Group’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $10,555,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. A. D. Beadell Investment Counsel Inc. lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.4% in the 1st quarter. A. D. Beadell Investment Counsel Inc. now owns 5,526 shares of the company’s stock valued at $457,000 after acquiring an additional 127 shares during the last quarter. Hobbs Group Advisors LLC lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 1.4% in the 4th quarter. Hobbs Group Advisors LLC now owns 9,916 shares of the company’s stock valued at $813,000 after acquiring an additional 136 shares during the last quarter. Spreng Capital Management Inc. lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 1.4% in the 4th quarter. Spreng Capital Management Inc. now owns 10,388 shares of the company’s stock valued at $852,000 after acquiring an additional 140 shares during the last quarter. Blueprint Investment Partners LLC lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.2% in the 4th quarter. Blueprint Investment Partners LLC now owns 6,666 shares of the company’s stock valued at $546,000 after acquiring an additional 142 shares during the last quarter. Finally, Cabot Wealth Management Inc. lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 0.3% in the 4th quarter. Cabot Wealth Management Inc. now owns 59,923 shares of the company’s stock valued at $4,912,000 after acquiring an additional 161 shares during the last quarter. 23.15% of the stock is currently owned by hedge funds and other institutional investors.

iShares 1-3 Year Treasury Bond ETF Trading Up 0.2%

NASDAQ SHY opened at $82.40 on Thursday. The stock has a 50-day moving average of $82.55 and a 200-day moving average of $82.31. The firm has a market cap of $23.93 billion, a PE ratio of 3,747.73 and a beta of 0.04. iShares 1-3 Year Treasury Bond ETF has a 1-year low of $81.29 and a 1-year high of $83.30.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Thursday, June 5th. Shareholders of record on Monday, June 2nd were given a dividend of $0.2718 per share. This is a positive change from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.26. The ex-dividend date of this dividend was Monday, June 2nd. This represents a $3.26 dividend on an annualized basis and a yield of 3.96%.

iShares 1-3 Year Treasury Bond ETF 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.