iShares 1-3 Year Treasury Bond ETF $SHY Stock Holdings Raised by Capasso Planning Partners LLC

Posted by Paula Ricardo on Mar 6th, 2026

Capasso Planning Partners LLC grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 11.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,310 shares of the company’s stock after buying an additional 7,047 shares during the period. iShares 1-3 Year Treasury Bond ETF accounts for approximately 3.4% of Capasso Planning Partners LLC’s holdings, making the stock its 7th biggest position. Capasso Planning Partners LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $5,501,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SHY. Hantz Financial Services Inc. purchased a new stake in iShares 1-3 Year Treasury Bond ETF in the second quarter worth about $25,000. Key Financial Inc grew its stake in shares of iShares 1-3 Year Treasury Bond ETF by 158.1% in the 3rd quarter. Key Financial Inc now owns 320 shares of the company’s stock worth $26,000 after buying an additional 196 shares during the last quarter. Pflug Koory LLC grew its stake in shares of iShares 1-3 Year Treasury Bond ETF by 637.8% in the 3rd quarter. Pflug Koory LLC now owns 332 shares of the company’s stock worth $28,000 after buying an additional 287 shares during the last quarter. Delos Wealth Advisors LLC bought a new position in iShares 1-3 Year Treasury Bond ETF during the 2nd quarter valued at approximately $29,000. Finally, Howe & Rusling Inc. raised its stake in iShares 1-3 Year Treasury Bond ETF by 36,100.0% during the second quarter. Howe & Rusling Inc. now owns 362 shares of the company’s stock valued at $30,000 after buying an additional 361 shares during the last quarter. 23.15% of the stock is owned by hedge funds and other institutional investors.

iShares 1-3 Year Treasury Bond ETF Trading Down 0.1%

NASDAQ SHY opened at $82.69 on Friday. iShares 1-3 Year Treasury Bond ETF has a 12 month low of $82.21 and a 12 month high of $83.20. The stock has a market cap of $24.17 billion, a P/E ratio of 3,747.73 and a beta of 0.05. The stock’s fifty day moving average price is $82.88 and its 200-day moving average price is $82.89.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, March 5th. Investors of record on Monday, March 2nd were given a dividend of $0.223 per share. This represents a c) annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Monday, March 2nd.

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.