Stone Loft Wealth Management LLC Has $3.95 Million Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Stone Loft Wealth Management LLC lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 84.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 39,276 shares of the company’s stock after purchasing an additional 17,933 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for 2.2% of Stone Loft Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Stone Loft Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $3,949,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the stock. Bank of America Corp DE raised its stake in iShares 0-3 Month Treasury Bond ETF by 13.2% in the first quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock valued at $1,225,082,000 after purchasing an additional 1,420,276 shares in the last quarter. LPL Financial LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 11.4% during the fourth quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock worth $882,978,000 after buying an additional 896,804 shares in the last quarter. CIBC Private Wealth Group LLC grew its stake in iShares 0-3 Month Treasury Bond ETF by 129.3% during the fourth quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock worth $415,762,000 after buying an additional 2,335,616 shares in the last quarter. Cerity Partners LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF by 111.8% in the 4th quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after buying an additional 2,081,395 shares during the period. Finally, Axxcess Wealth Management LLC increased its holdings in iShares 0-3 Month Treasury Bond ETF by 379.3% in the 4th quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock valued at $326,844,000 after buying an additional 2,576,728 shares during the period.

iShares 0-3 Month Treasury Bond ETF Stock Performance

Shares of NYSEARCA:SGOV opened at $100.56 on Friday. The firm has a 50 day moving average of $100.55 and a 200-day moving average of $100.54. 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 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.