iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Synergy Asset Management LLC

Synergy Asset Management LLC lowered its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 2.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 375,603 shares of the company’s stock after selling 10,777 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 3.6% of Synergy Asset Management LLC’s portfolio, making the stock its 7th largest holding. Synergy Asset Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $37,812,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of SGOV. Caliber Wealth Management LLC KS increased its position in iShares 0-3 Month Treasury Bond ETF by 67.5% during the 4th quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock worth $6,116,000 after purchasing an additional 24,545 shares in the last quarter. Crescent Grove Advisors LLC lifted its holdings 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 valued at $20,594,000 after purchasing an additional 68,167 shares in the last quarter. Fiscal Wisdom Wealth Management LLC boosted 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 during the last quarter. AE Wealth Management LLC boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF by 27.0% during the 4th quarter. AE Wealth Management LLC now owns 638,989 shares of the company’s stock worth $64,142,000 after purchasing an additional 135,684 shares during the last quarter. Finally, Assetmark Inc. grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 49.7% during the fourth quarter. Assetmark Inc. now owns 55,220 shares of the company’s stock worth $5,543,000 after buying an additional 18,337 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA:SGOV opened at $100.53 on Friday. The firm has a 50 day simple moving average of $100.54 and a 200-day simple moving average of $100.54. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74.

iShares 0-3 Month Treasury Bond ETF 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.