Walser Wealth Management Company A Ltd Liability Co Takes Position in iShares Short Treasury Bond ETF $SHV

Walser Wealth Management Company A Ltd Liability Co acquired a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 10,044 shares of the company’s stock, valued at approximately $1,106,000. iShares Short Treasury Bond ETF comprises approximately 0.6% of Walser Wealth Management Company A Ltd Liability Co’s portfolio, making the stock its 24th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of SHV. Brown Advisory Inc. boosted its holdings in iShares Short Treasury Bond ETF by 0.9% in the 4th quarter. Brown Advisory Inc. now owns 11,282 shares of the company’s stock valued at $1,243,000 after purchasing an additional 96 shares during the period. Transamerica Financial Advisors LLC grew its position in iShares Short Treasury Bond ETF by 11.3% in the 4th quarter. Transamerica Financial Advisors LLC now owns 963 shares of the company’s stock worth $106,000 after purchasing an additional 98 shares during the last quarter. Formidable Asset Management LLC grew its position in iShares Short Treasury Bond ETF by 1.5% in the 4th quarter. Formidable Asset Management LLC now owns 6,865 shares of the company’s stock worth $759,000 after purchasing an additional 100 shares during the last quarter. Tower Research Capital LLC TRC increased its holdings in shares of iShares Short Treasury Bond ETF by 0.3% during the 3rd quarter. Tower Research Capital LLC TRC now owns 38,862 shares of the company’s stock worth $4,294,000 after purchasing an additional 103 shares during the period. Finally, Fortis Advisors LLC increased its holdings in shares of iShares Short Treasury Bond ETF by 1.3% during the 4th quarter. Fortis Advisors LLC now owns 8,180 shares of the company’s stock worth $901,000 after purchasing an additional 106 shares during the period. Institutional investors own 7.10% of the company’s stock.

iShares Short Treasury Bond ETF Stock Up 0.0%

Shares of SHV opened at $110.25 on Friday. The company has a 50-day simple moving average of $110.23 and a 200-day simple moving average of $110.23. iShares Short Treasury Bond ETF has a 52 week low of $110.02 and a 52 week high of $110.50.

iShares Short Treasury Bond ETF Company Profile

iShares Short Treasury Bond ETF (the Fund), formerly iShares Barclays Short Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond to the price and yield performance of the Barclays Capital U.S. Short Treasury Bond Index (the Index). The Index measures the performance of public obligations of the United States Treasury that have a remaining maturity of between 1 and 12 months. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.