iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by SwitchPoint Financial Planning LLC

SwitchPoint Financial Planning LLC lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 17.7% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 29,328 shares of the company’s stock after selling 6,328 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises about 2.0% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its 11th largest holding. SwitchPoint Financial Planning LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,952,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of SGOV. CFS Investment Advisory Services LLC grew its holdings in iShares 0-3 Month Treasury Bond ETF by 8.8% during the first quarter. CFS Investment Advisory Services LLC now owns 215,020 shares of the company’s stock worth $21,622,000 after acquiring an additional 17,390 shares during the period. Greenwood Capital Associates LLC acquired a new position in iShares 0-3 Month Treasury Bond ETF in the first quarter valued at approximately $500,000. Nicholas Hoffman & Company LLC. lifted its holdings in iShares 0-3 Month Treasury Bond ETF by 357.9% in the first quarter. Nicholas Hoffman & Company LLC. now owns 9,909 shares of the company’s stock valued at $997,000 after acquiring an additional 7,745 shares during the period. Navalign LLC boosted its position in iShares 0-3 Month Treasury Bond ETF by 277.9% in the 1st quarter. Navalign LLC now owns 28,210 shares of the company’s stock worth $2,840,000 after purchasing an additional 20,745 shares in the last quarter. Finally, KERR FINANCIAL PLANNING Corp boosted its position in iShares 0-3 Month Treasury Bond ETF by 52.3% in the 1st quarter. KERR FINANCIAL PLANNING Corp now owns 4,736 shares of the company’s stock worth $477,000 after purchasing an additional 1,626 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Up 0.0%

Shares of NYSEARCA SGOV opened at $100.47 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74. The firm’s 50 day simple moving average is $100.54 and its 200-day simple moving average is $100.51.

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.