Heritage Wealth Management Inc. CA lowered its position in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV – Free Report) by 5.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 118,120 shares of the company’s stock after selling 7,135 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up approximately 4.2% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 5th largest holding. Heritage Wealth Management Inc. CA’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $11,892,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the company. Bank of America Corp DE raised its position in iShares 0-3 Month Treasury Bond ETF by 13.2% during the 1st quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock worth $1,225,082,000 after buying an additional 1,420,276 shares during the last quarter. Confluence Investment Management LLC boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 59.0% in the 2nd quarter. Confluence Investment Management LLC now owns 2,788,012 shares of the company’s stock valued at $280,669,000 after acquiring an additional 1,034,498 shares during the last quarter. Royal Bank of Canada boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 14.5% in the 1st quarter. Royal Bank of Canada now owns 2,691,521 shares of the company’s stock valued at $270,929,000 after acquiring an additional 341,164 shares during the last quarter. Cetera Investment Advisers boosted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 12.3% in the 1st quarter. Cetera Investment Advisers now owns 2,142,221 shares of the company’s stock valued at $215,636,000 after acquiring an additional 234,797 shares during the last quarter. Finally, CX Institutional increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 60.9% in the second quarter. CX Institutional now owns 1,847,279 shares of the company’s stock worth $185,966,000 after acquiring an additional 699,472 shares during the period.
iShares 0-3 Month Treasury Bond ETF Trading Up 0.0%
NYSE:SGOV opened at $100.69 on Thursday. The company’s fifty day moving average price is $100.57 and its 200-day moving average price is $100.54. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.73.
About iShares 0-3 Month Treasury Bond ETF
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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