iShares 0-3 Month Treasury Bond ETF $SGOV Shares Bought by Cassady Wealth & Retirement Planning LLC

Cassady Wealth & Retirement Planning LLC grew its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 64.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 139,132 shares of the company’s stock after acquiring an additional 54,678 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for approximately 6.9% of Cassady Wealth & Retirement Planning LLC’s investment portfolio, making the stock its 2nd biggest position. Cassady Wealth & Retirement Planning LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $14,006,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Bank of America Corp DE increased its position in iShares 0-3 Month Treasury Bond ETF by 3.2% during the second quarter. Bank of America Corp DE now owns 10,561,368 shares of the company’s stock worth $1,063,424,000 after acquiring an additional 328,511 shares during the period. LPL Financial LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 11.4% in the 4th quarter. LPL Financial LLC now owns 8,796,355 shares of the company’s stock valued at $882,978,000 after purchasing an additional 896,804 shares during the period. CIBC Private Wealth Group LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF by 129.3% in the 4th quarter. CIBC Private Wealth Group LLC now owns 4,141,877 shares of the company’s stock valued at $415,762,000 after purchasing an additional 2,335,616 shares during the period. Cerity Partners LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 111.8% during the 4th quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock worth $395,805,000 after purchasing an additional 2,081,395 shares in the last quarter. Finally, Axxcess Wealth Management LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 379.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 3,256,065 shares of the company’s stock worth $326,844,000 after purchasing an additional 2,576,728 shares in the last quarter.

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

Shares of SGOV opened at $100.68 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74. The firm’s 50 day moving average is $100.55 and its 200-day moving average is $100.54.

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.