NerdWallet Wealth Partners LLC Makes New Investment in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Anthony Miller on Mar 9th, 2026

NerdWallet Wealth Partners LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 110,486 shares of the company’s stock, valued at approximately $9,166,000. iShares 1-3 Year Treasury Bond ETF accounts for approximately 4.6% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its 6th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Clientfirst Wealth Management LLC increased its stake in shares of iShares 1-3 Year Treasury Bond ETF by 1.2% during the third quarter. Clientfirst Wealth Management LLC now owns 11,689 shares of the company’s stock worth $970,000 after purchasing an additional 133 shares during the period. Black Swift Group LLC boosted its stake in iShares 1-3 Year Treasury Bond ETF by 626.1% in the 3rd quarter. Black Swift Group LLC now owns 35,940 shares of the company’s stock valued at $2,982,000 after purchasing an additional 30,990 shares during the period. Ameriflex Group Inc. boosted its stake in iShares 1-3 Year Treasury Bond ETF by 1,686.3% in the 3rd quarter. Ameriflex Group Inc. now owns 3,912 shares of the company’s stock valued at $325,000 after purchasing an additional 3,693 shares during the period. Angeles Wealth Management LLC grew its holdings in iShares 1-3 Year Treasury Bond ETF by 3.0% in the 3rd quarter. Angeles Wealth Management LLC now owns 68,360 shares of the company’s stock valued at $5,671,000 after buying an additional 2,006 shares in the last quarter. Finally, Per Stirling Capital Management LLC. acquired a new position in iShares 1-3 Year Treasury Bond ETF in the 3rd quarter valued at $1,459,000. Institutional investors and hedge funds own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Price Performance

SHY stock opened at $82.73 on Monday. iShares 1-3 Year Treasury Bond ETF has a fifty-two week low of $82.21 and a fifty-two week high of $83.20. The stock has a market capitalization of $24.18 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. The business’s fifty day moving average price is $82.88 and its two-hundred day moving average price is $82.89.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

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

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.