Wheelhouse Advisory Group LLC Makes New $35.27 Million Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

Wheelhouse Advisory Group LLC bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOVFree Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 350,428 shares of the company’s stock, valued at approximately $35,274,000. iShares 0-3 Month Treasury Bond ETF accounts for 11.7% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its largest holding.

Other institutional investors have also recently made changes to their positions in the company. Advisory Alpha LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 1.3% in the third quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock worth $924,000 after acquiring an additional 115 shares during the period. IFG Advisory LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% during the third quarter. IFG Advisory LLC now owns 9,186 shares of the company’s stock valued at $925,000 after purchasing an additional 123 shares during the last quarter. Nwam LLC lifted its position in iShares 0-3 Month Treasury Bond ETF by 1.4% during the fourth quarter. Nwam LLC now owns 9,938 shares of the company’s stock valued at $1,000,000 after purchasing an additional 138 shares during the period. Coston McIsaac & Partners lifted its position in iShares 0-3 Month Treasury Bond ETF by 44.3% during the first quarter. Coston McIsaac & Partners now owns 453 shares of the company’s stock valued at $45,000 after purchasing an additional 139 shares during the period. Finally, TD Waterhouse Canada Inc. boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 1.1% in the fourth quarter. TD Waterhouse Canada Inc. now owns 15,418 shares of the company’s stock worth $1,548,000 after purchasing an additional 164 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA:SGOV opened at $100.67 on Wednesday. The company has a 50 day simple moving average of $100.56 and a two-hundred day simple moving average of $100.52. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74.

About iShares 0-3 Month Treasury Bond ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding SGOV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOVFree Report).

Institutional Ownership by Quarter for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

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