Waverly Advisors LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,510,486 shares of the company’s stock after acquiring an additional 39,429 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises about 1.1% of Waverly Advisors LLC’s portfolio, making the stock its 10th largest position. Waverly Advisors LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $152,046,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in SGOV. 4WEALTH Advisors Inc. increased its holdings in iShares 0-3 Month Treasury Bond ETF by 0.6% during the first quarter. 4WEALTH Advisors Inc. now owns 18,280 shares of the company’s stock valued at $1,840,000 after buying an additional 100 shares during the period. Koshinski Asset Management Inc. lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 1.8% during the first quarter. Koshinski Asset Management Inc. now owns 6,899 shares of the company’s stock worth $694,000 after buying an additional 125 shares during the period. Greenwood Gearhart LLC boosted its position in iShares 0-3 Month Treasury Bond ETF by 2.0% during the 1st quarter. Greenwood Gearhart LLC now owns 6,225 shares of the company’s stock valued at $627,000 after acquiring an additional 125 shares in the last quarter. Nwam LLC boosted its position in iShares 0-3 Month Treasury Bond ETF by 1.4% during the 4th quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after acquiring an additional 138 shares in the last quarter. Finally, Coston McIsaac & Partners increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 44.3% in the 1st quarter. Coston McIsaac & Partners now owns 453 shares of the company’s stock valued at $45,000 after acquiring an additional 139 shares during the period.
iShares 0-3 Month Treasury Bond ETF Price Performance
SGOV opened at $100.64 on Friday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74. The stock has a fifty day moving average price of $100.55 and a 200-day moving average price of $100.53.
iShares 0-3 Month Treasury Bond ETF Company 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.
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