Worth Asset Management LLC Lowers Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Worth Asset Management LLC lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 76.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,162 shares of the company’s stock after selling 151,342 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up approximately 2.1% of Worth Asset Management LLC’s portfolio, making the stock its 11th biggest holding. Worth Asset Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $4,749,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth about $4,810,000. Bison Wealth LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 161.2% during the 4th quarter. Bison Wealth LLC now owns 28,209 shares of the company’s stock worth $2,830,000 after purchasing an additional 17,409 shares during the period. Smartleaf Asset Management LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF during the 1st quarter worth approximately $33,000. CreativeOne Wealth LLC raised its holdings in iShares 0-3 Month Treasury Bond ETF by 27.9% in the first quarter. CreativeOne Wealth LLC now owns 3,553 shares of the company’s stock valued at $358,000 after buying an additional 776 shares during the period. Finally, Baird Financial Group Inc. acquired a new position in iShares 0-3 Month Treasury Bond ETF during the first quarter valued at approximately $501,000.

iShares 0-3 Month Treasury Bond ETF Price Performance

iShares 0-3 Month Treasury Bond ETF stock opened at $100.34 on Friday. The firm has a fifty day moving average of $100.51 and a 200-day moving average of $100.53. iShares 0-3 Month Treasury Bond ETF has a 52-week low of $100.27 and a 52-week high of $100.74.

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.