Meredith Wealth Planning Reduces Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Meredith Wealth Planning lowered its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 47.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,815 shares of the company’s stock after selling 7,038 shares during the period. Meredith Wealth Planning’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $784,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Madison Wealth Partners Inc boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 3.4% in the 3rd quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock valued at $312,000 after purchasing an additional 103 shares during the period. Dagco Inc. increased its position in iShares 0-3 Month Treasury Bond ETF by 15.8% during the third quarter. Dagco Inc. now owns 808 shares of the company’s stock worth $81,000 after buying an additional 110 shares during the period. Advisory Alpha LLC increased its position in iShares 0-3 Month Treasury Bond ETF by 1.3% during the third quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock worth $924,000 after buying an additional 115 shares during the period. IFG Advisory LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 1.4% in the third quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after buying an additional 123 shares during the last quarter. Finally, EverSource Wealth Advisors LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 0.8% in the second quarter. EverSource Wealth Advisors LLC now owns 15,774 shares of the company’s stock valued at $1,588,000 after buying an additional 132 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

SGOV stock opened at $100.39 on Thursday. The business has a 50 day simple moving average of $100.53 and a 200-day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a twelve month low of $100.27 and a twelve month 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.