Curi Wealth Management LLC Has $9.59 Million Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Curi Wealth Management LLC increased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Get Rating) by 28.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,935 shares of the company’s stock after acquiring an additional 18,734 shares during the period. iShares 3-7 Year Treasury Bond ETF comprises 1.6% of Curi Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding. Curi Wealth Management LLC owned 0.08% of iShares 3-7 Year Treasury Bond ETF worth $9,592,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Axxcess Wealth Management LLC increased its stake in iShares 3-7 Year Treasury Bond ETF by 0.9% in the 2nd quarter. Axxcess Wealth Management LLC now owns 9,844 shares of the company’s stock valued at $1,175,000 after buying an additional 89 shares during the last quarter. Lmcg Investments LLC increased its stake in iShares 3-7 Year Treasury Bond ETF by 0.5% in the 2nd quarter. Lmcg Investments LLC now owns 17,797 shares of the company’s stock valued at $2,124,000 after buying an additional 92 shares during the last quarter. SRS Capital Advisors Inc. increased its stake in iShares 3-7 Year Treasury Bond ETF by 20.5% in the 2nd quarter. SRS Capital Advisors Inc. now owns 565 shares of the company’s stock valued at $67,000 after buying an additional 96 shares during the last quarter. Hudock Inc. increased its stake in iShares 3-7 Year Treasury Bond ETF by 4.6% in the 3rd quarter. Hudock Inc. now owns 2,377 shares of the company’s stock valued at $271,000 after buying an additional 105 shares during the last quarter. Finally, First National Trust Co increased its stake in iShares 3-7 Year Treasury Bond ETF by 6.8% in the 3rd quarter. First National Trust Co now owns 1,833 shares of the company’s stock valued at $209,000 after buying an additional 116 shares during the last quarter.

iShares 3-7 Year Treasury Bond ETF Trading Down 0.2 %

NASDAQ:IEI traded down $0.20 on Wednesday, hitting $117.10. The stock had a trading volume of 418,657 shares, compared to its average volume of 1,411,112. iShares 3-7 Year Treasury Bond ETF has a 1 year low of $112.26 and a 1 year high of $127.25. The firm’s fifty day simple moving average is $116.26 and its two-hundred day simple moving average is $116.36.

iShares 3-7 Year Treasury Bond ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Wednesday, December 21st. Shareholders of record on Friday, December 16th were paid a $0.192 dividend. This is a positive change from iShares 3-7 Year Treasury Bond ETF’s previous monthly dividend of $0.18. The ex-dividend date of this dividend was Thursday, December 15th. This represents a $2.30 annualized dividend and a yield of 1.97%.

iShares 3-7 Year Treasury Bond ETF Profile

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iShares 3-7 Year Treasury Bond ETF (the Fund), formerly iShares Barclays 3-7 Year Treasury Bond Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index (the Index).