iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Acquired by Compass Ion Advisors LLC

Posted by Amy Steele on Mar 19th, 2025

Compass Ion Advisors LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,807 shares of the company’s stock after acquiring an additional 971 shares during the period. Compass Ion Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $886,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Evoke Wealth LLC increased its position in shares of iShares 1-3 Year Treasury Bond ETF by 49.9% in the fourth quarter. Evoke Wealth LLC now owns 4,069 shares of the company’s stock valued at $334,000 after buying an additional 1,355 shares in the last quarter. Argent Advisors Inc. increased its holdings in iShares 1-3 Year Treasury Bond ETF by 2.0% in the 4th quarter. Argent Advisors Inc. now owns 141,815 shares of the company’s stock worth $11,626,000 after acquiring an additional 2,740 shares in the last quarter. Parallel Advisors LLC raised its position in iShares 1-3 Year Treasury Bond ETF by 3.0% during the fourth quarter. Parallel Advisors LLC now owns 48,127 shares of the company’s stock worth $3,945,000 after acquiring an additional 1,416 shares during the period. GWN Securities Inc. purchased a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter valued at $832,000. Finally, Patten & Patten Inc. TN lifted its holdings in iShares 1-3 Year Treasury Bond ETF by 15.2% during the fourth quarter. Patten & Patten Inc. TN now owns 40,038 shares of the company’s stock valued at $3,282,000 after purchasing an additional 5,279 shares in the last quarter. Hedge funds and other institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Price Performance

SHY stock opened at $82.39 on Wednesday. iShares 1-3 Year Treasury Bond ETF has a 52 week low of $80.91 and a 52 week high of $83.30. The firm has a 50-day simple moving average of $82.19 and a 200-day simple moving average of $82.32. The stock has a market capitalization of $23.22 billion, a P/E ratio of 3,745.00 and a beta of 0.01.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Thursday, March 6th. Shareholders of record on Monday, March 3rd were paid a dividend of $0.2531 per share. The ex-dividend date was Monday, March 3rd.

iShares 1-3 Year Treasury Bond ETF Company 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.