Morris Financial Concepts Inc. Has $5.27 Million Stock Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

by · The Cerbat Gem

Morris Financial Concepts Inc. reduced its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 6.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,732 shares of the company’s stock after selling 3,289 shares during the quarter. iShares Short Treasury Bond ETF comprises about 3.5% of Morris Financial Concepts Inc.’s holdings, making the stock its 9th biggest holding. Morris Financial Concepts Inc.’s holdings in iShares Short Treasury Bond ETF were worth $5,273,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. FWL Investment Management LLC bought a new position in shares of iShares Short Treasury Bond ETF in the fourth quarter valued at approximately $27,000. Glass Jacobson Investment Advisors llc bought a new stake in iShares Short Treasury Bond ETF during the second quarter valued at approximately $32,000. Sanctuary Wealth Management L.L.C. bought a new stake in iShares Short Treasury Bond ETF during the fourth quarter valued at approximately $40,000. Ambassador Advisors LLC lifted its position in iShares Short Treasury Bond ETF by 230.6% during the second quarter. Ambassador Advisors LLC now owns 400 shares of the company’s stock valued at $44,000 after purchasing an additional 279 shares during the last quarter. Finally, Matrix Private Capital Group LLC bought a new stake in iShares Short Treasury Bond ETF during the first quarter valued at approximately $50,000. 7.11% of the stock is currently owned by institutional investors.

iShares Short Treasury Bond ETF Trading Up 0.0 %

iShares Short Treasury Bond ETF stock traded up $0.02 during mid-day trading on Wednesday, hitting $110.14. 1,212,178 shares of the company traded hands, compared to its average volume of 1,864,972. iShares Short Treasury Bond ETF has a one year low of $109.85 and a one year high of $110.60. The stock has a fifty day moving average price of $110.23 and a 200-day moving average price of $110.24.

iShares Short Treasury Bond ETF Dividend Announcement

The business also recently announced a monthly dividend, which was paid on Wednesday, December 20th. Shareholders of record on Friday, December 15th were given a dividend of $0.5039 per share. The ex-dividend date was Thursday, December 14th. This represents a $6.05 annualized dividend and a yield of 5.49%.

iShares Short Treasury Bond ETF Profile

(Free Report)

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.

See Also

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