Topel & Distasi Wealth Management LLC Has $10.42 Million Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Topel & Distasi Wealth Management LLC grew its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHYGet Rating) by 1.0% in the first quarter, Holdings Channel reports. The fund owned 125,068 shares of the company’s stock after acquiring an additional 1,257 shares during the quarter. iShares 1-3 Year Treasury Bond ETF accounts for 4.4% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $10,424,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 283.8% during the third quarter. Bank of New York Mellon Corp now owns 1,087,840 shares of the company’s stock worth $93,718,000 after purchasing an additional 804,411 shares during the last quarter. Patriot Financial Group Insurance Agency LLC grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 51.0% during the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 5,153 shares of the company’s stock worth $441,000 after purchasing an additional 1,740 shares during the last quarter. Private Trust Co. NA grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 6.6% during the fourth quarter. Private Trust Co. NA now owns 4,004 shares of the company’s stock worth $343,000 after purchasing an additional 248 shares during the last quarter. Roberts Wealth Advisors LLC grew its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 1.2% during the fourth quarter. Roberts Wealth Advisors LLC now owns 25,462 shares of the company’s stock worth $2,175,000 after purchasing an additional 308 shares during the last quarter. Finally, Stonnington Group LLC bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the fourth quarter worth about $298,000.

NASDAQ:SHY opened at $82.79 on Friday. The stock’s 50-day moving average is $82.91 and its 200-day moving average is $83.91. 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 also recently declared a monthly dividend, which was paid on Tuesday, June 7th. Stockholders of record on Thursday, June 2nd were issued a dividend of $0.065 per share. This is a boost from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.04. This represents a $0.78 annualized dividend and a dividend yield of 0.94%. The ex-dividend date of this dividend was Wednesday, June 1st.

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

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