Heritage Oak Wealth Advisors LLC Purchases New Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Alanna Baker on Jul 2nd, 2026

Heritage Oak Wealth Advisors LLC purchased a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 309,201 shares of the company’s stock, valued at approximately $25,531,000. iShares 1-3 Year Treasury Bond ETF comprises about 8.1% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. MCF Advisors LLC acquired a new stake in iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth $25,000. Lodestone Wealth Management LLC acquired a new position in iShares 1-3 Year Treasury Bond ETF in the fourth quarter valued at $29,000. Holos Integrated Wealth LLC purchased a new position in shares of iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth about $29,000. Valley National Advisers Inc. purchased a new position in shares of iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth about $33,000. Finally, Merkkuri Wealth Advisors LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the first quarter worth about $38,000. Institutional investors and hedge funds own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Performance

SHY opened at $81.84 on Thursday. iShares 1-3 Year Treasury Bond ETF has a one year low of $81.83 and a one year high of $83.20. The stock has a market capitalization of $25.06 billion, a P/E ratio of 3,747.73 and a beta of 0.05. The business’s 50-day simple moving average is $82.15 and its 200-day simple moving average is $82.53.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Wednesday, July 1st will be given a dividend of $0.2383 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a c) annualized dividend and a yield of 3.5%.

About iShares 1-3 Year Treasury Bond ETF

(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.