Sowell Financial Services LLC Sells 9,618 Shares of iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Caroline Horne on Jan 2nd, 2026

Sowell Financial Services LLC trimmed its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 64.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,246 shares of the company’s stock after selling 9,618 shares during the period. Sowell Financial Services LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $435,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. B. Riley Wealth Advisors Inc. bought a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 2nd quarter worth $1,734,000. Atlantic Union Bankshares Corp bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the second quarter valued at about $75,000. Silver Oak Securities Incorporated raised its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 96.0% in the second quarter. Silver Oak Securities Incorporated now owns 153,099 shares of the company’s stock valued at $12,686,000 after acquiring an additional 74,972 shares in the last quarter. Allworth Financial LP lifted its stake in iShares 1-3 Year Treasury Bond ETF by 448.2% in the second quarter. Allworth Financial LP now owns 53,063 shares of the company’s stock worth $4,397,000 after acquiring an additional 43,383 shares during the period. Finally, Allianz SE grew its holdings in iShares 1-3 Year Treasury Bond ETF by 4.1% during the 2nd quarter. Allianz SE now owns 319,129 shares of the company’s stock worth $26,443,000 after acquiring an additional 12,710 shares in the last quarter. 23.15% of the stock is currently owned by institutional investors.

iShares 1-3 Year Treasury Bond ETF Stock Performance

NASDAQ SHY opened at $82.82 on Friday. iShares 1-3 Year Treasury Bond ETF has a one year low of $81.81 and a one year high of $83.14. The company has a market capitalization of $23.91 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. The company’s 50-day simple moving average is $82.87 and its two-hundred day simple moving average is $82.79.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, December 24th. Investors of record on Friday, December 19th were paid a $0.2548 dividend. The ex-dividend date of this dividend was Friday, December 19th. This represents a c) dividend on an annualized basis and a yield of 3.7%.

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.