128,371 Shares of iShares Short Treasury Bond ETF $SHV Bought by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC acquired a new position in shares of iShares Short Treasury Bond ETF (NYSE:SHV) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 128,371 shares of the company’s stock, valued at approximately $14,162,000. iShares Short Treasury Bond ETF comprises approximately 5.6% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 5th biggest holding.

Other hedge funds also recently made changes to their positions in the company. Royal Bank of Canada boosted its holdings in iShares Short Treasury Bond ETF by 53.4% in the first quarter. Royal Bank of Canada now owns 1,369,661 shares of the company’s stock valued at $151,197,000 after acquiring an additional 477,064 shares during the last quarter. Wealthfront Advisers LLC increased its position in iShares Short Treasury Bond ETF by 26.6% during the 1st quarter. Wealthfront Advisers LLC now owns 2,048,039 shares of the company’s stock valued at $226,083,000 after purchasing an additional 430,574 shares during the period. Norris Financial Group LLC acquired a new stake in iShares Short Treasury Bond ETF during the 1st quarter valued at approximately $19,781,000. Fifth Third Bancorp increased its position in iShares Short Treasury Bond ETF by 36,334.0% during the 1st quarter. Fifth Third Bancorp now owns 175,976 shares of the company’s stock valued at $19,426,000 after purchasing an additional 175,493 shares during the period. Finally, Highland Investment Advisors LLC bought a new position in iShares Short Treasury Bond ETF during the 2nd quarter worth approximately $17,899,000. 7.10% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Stock Performance

iShares Short Treasury Bond ETF stock opened at $110.18 on Thursday. iShares Short Treasury Bond ETF has a 52-week low of $109.86 and a 52-week high of $110.50. The firm has a 50 day moving average price of $110.20 and a two-hundred day moving average price of $110.22.

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.