Apexium Financial LP holds $582,000 worth of shares in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)


Apexium Financial LP reduced its stake in the shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ: SHYGet an assessment) by 4.4% in the first quarter, according to its latest filing with the Securities & Exchange Commission. The company held 6,873 shares of the company after selling 316 shares during the period. Apexium Financial LP’s holdings in the iShares 1-3 Year Treasury Bond ETF were worth $582,000 at the end of the last quarter.

Other institutional investors have also recently changed their positions in the company. Covestor Ltd acquired a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth $29,000. Baltimore Washington Financial Advisors Inc. acquired a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth $30,000. DB Fitzpatrick & Co Inc acquired a new position in iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth $61,000. Cascade Investment Advisors Inc. increased its position in iShares 1-3 Year Treasury Bond ETF by 71.4% during the first quarter. Cascade Investment Advisors Inc. now owns 1,200 shares of the company valued at $100,000 after purchasing an additional 500 shares during the period. Finally, Rockbridge Investment Management LCC increased its position in iShares 1-3 Year Treasury Bond ETF by 7,058.8% during the fourth quarter. Rockbridge Investment Management LCC now owns 1,217 shares of the company valued at $104,000 after purchasing an additional 1,200 shares during the period.

NASDAQ: SHY opened at $82.96 on Monday. iShares 1-3 Year Treasury Bond ETF has a 1-year low of $81.94 and a 1-year high of $86.34. The company’s fifty-day moving average price is $82.91 and its 200-day moving average price is $83.87.

The company also recently announced a monthly dividend, which will be paid on Friday, July 8. Shareholders of record on Tuesday, July 5 will receive a dividend of $0.079. This is a positive change from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.07. This represents an annualized dividend of $0.95 and a yield of 1.14%. The ex-dividend date is Friday July 1st.

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Institutional Ownership by Quarter for iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)



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