Heritage Wealth Management Inc. CA Makes New $4.12 Million Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

Heritage Wealth Management Inc. CA purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 40,872 shares of the company’s stock, valued at approximately $4,116,000. iShares 0-3 Month Treasury Bond ETF accounts for 2.8% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 9th largest position.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC purchased a new stake in iShares 0-3 Month Treasury Bond ETF during the 4th quarter valued at about $4,810,000. Bison Wealth LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 161.2% in the fourth quarter. Bison Wealth LLC now owns 28,209 shares of the company’s stock valued at $2,830,000 after purchasing an additional 17,409 shares during the last quarter. AQR Capital Management LLC purchased a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the first quarter valued at approximately $207,000. Goldman Sachs Group Inc. bought a new position in shares of iShares 0-3 Month Treasury Bond ETF in the first quarter worth approximately $810,000. Finally, US Bancorp DE grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.3% in the second quarter. US Bancorp DE now owns 65,956 shares of the company’s stock worth $6,641,000 after purchasing an additional 859 shares during the last quarter.

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

NYSEARCA:SGOV opened at $100.43 on Friday. The company has a fifty day moving average of $100.46 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.

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.