Congress Wealth Management LLC DE Sells 743 Shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Posted by Carolyn Dwyer on Mar 28th, 2025

Congress Wealth Management LLC DE lessened its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 3.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 19,052 shares of the company’s stock after selling 743 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $1,562,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Golden State Wealth Management LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth approximately $30,000. Van ECK Associates Corp lifted its position in iShares 1-3 Year Treasury Bond ETF by 92.1% during the 4th quarter. Van ECK Associates Corp now owns 390 shares of the company’s stock worth $32,000 after buying an additional 187 shares in the last quarter. Millstone Evans Group LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth about $32,000. Roxbury Financial LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF in the fourth quarter valued at about $36,000. Finally, Logan Capital Management Inc. bought a new stake in iShares 1-3 Year Treasury Bond ETF during the third quarter worth about $37,000. Institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Up 0.0 %

NASDAQ:SHY opened at $82.52 on Friday. iShares 1-3 Year Treasury Bond ETF has a twelve month low of $80.91 and a twelve month high of $83.30. The firm has a market capitalization of $23.25 billion, a price-to-earnings ratio of 3,745.00 and a beta of 0.01. The stock’s 50 day moving average price is $82.27 and its two-hundred day moving average price is $82.31.

iShares 1-3 Year Treasury Bond ETF Cuts Dividend

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