Modern Wealth Management LLC Has $3.02 Million Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Modern Wealth Management LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 262.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,095 shares of the company’s stock after purchasing an additional 21,787 shares during the quarter. Modern Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $3,021,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in SGOV. Caliber Wealth Management LLC KS grew its stake in iShares 0-3 Month Treasury Bond ETF by 67.5% in the fourth quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after purchasing an additional 24,545 shares in the last quarter. Crescent Grove Advisors LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 49.8% in the 4th quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock worth $20,594,000 after purchasing an additional 68,167 shares during the last quarter. Sensenig Capital Advisors Inc acquired a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $4,462,000. Fiscal Wisdom Wealth Management LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 127.2% during the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock worth $984,000 after purchasing an additional 5,489 shares in the last quarter. Finally, Valmark Advisers Inc. raised its stake in shares of iShares 0-3 Month Treasury Bond ETF by 35.5% during the 4th quarter. Valmark Advisers Inc. now owns 208,610 shares of the company’s stock worth $20,940,000 after purchasing an additional 54,666 shares in the last quarter.

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

Shares of iShares 0-3 Month Treasury Bond ETF stock opened at $100.64 on Friday. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week high of $100.74. The stock has a 50-day simple moving average of $100.55 and a 200-day simple moving average of $100.53.

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.