Quaker Wealth Management LLC Has $8.35 Million Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Quaker Wealth Management LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 57,660.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 83,175 shares of the company’s stock after buying an additional 83,031 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises about 2.6% of Quaker Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Quaker Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $8,349,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Caliber Wealth Management LLC KS boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% during the fourth quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock worth $6,116,000 after buying an additional 24,545 shares during the period. TABR Capital Management LLC acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF during the fourth quarter worth about $12,286,000. Planned Solutions Inc. boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 5.5% during the fourth quarter. Planned Solutions Inc. now owns 29,068 shares of the company’s stock worth $2,918,000 after buying an additional 1,517 shares during the period. Evergreen Capital Management LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 80.7% during the fourth quarter. Evergreen Capital Management LLC now owns 519,636 shares of the company’s stock worth $52,161,000 after buying an additional 232,085 shares during the period. Finally, Osborne Partners Capital Management LLC boosted its position in shares of iShares 0-3 Month Treasury Bond ETF by 4.4% during the fourth quarter. Osborne Partners Capital Management LLC now owns 197,243 shares of the company’s stock worth $19,799,000 after buying an additional 8,278 shares during the period.

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

SGOV stock opened at $100.59 on Wednesday. The business has a 50-day moving average of $100.52 and a 200-day moving average of $100.51. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two 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.