Phil A. Younker & Associates Ltd. Has $5.20 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Phil A. Younker & Associates Ltd. decreased its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 56.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 51,842 shares of the company’s stock after selling 67,202 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up approximately 3.6% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its 9th biggest position. Phil A. Younker & Associates Ltd.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $5,204,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Revisor Wealth Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $1,020,000. Fortis Capital Advisors LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $1,253,000. Krilogy Financial LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the fourth quarter valued at approximately $711,000. Farrow Financial Inc. boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 6.4% in the fourth quarter. Farrow Financial Inc. now owns 88,310 shares of the company’s stock valued at $8,865,000 after acquiring an additional 5,296 shares in the last quarter. Finally, Financial Management Professionals Inc. boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 80.8% in the fourth quarter. Financial Management Professionals Inc. now owns 1,356 shares of the company’s stock valued at $136,000 after acquiring an additional 606 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.56 on Monday. The firm has a 50 day simple moving average of $100.52 and a 200-day simple moving average of $100.51. iShares 0-3 Month Treasury Bond ETF has a 12-month low of $100.27 and a 12-month high of $100.74.

iShares 0-3 Month Treasury Bond ETF Profile

The iShares 0-3 Month Treasury Bond ETF (SGOV) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value weighted index of US Treasurys maturing in less than or equal to three months. SGOV was launched on May 26, 2020 and is managed by BlackRock.