Legacy Advisory Services LLC Has $15.89 Million Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Legacy Advisory Services LLC lessened its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 4.4% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 157,858 shares of the company’s stock after selling 7,340 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for approximately 11.2% of Legacy Advisory Services LLC’s investment portfolio, making the stock its 4th biggest position. Legacy Advisory Services LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $15,892,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. 4WEALTH Advisors Inc. boosted its stake in iShares 0-3 Month Treasury Bond ETF by 0.6% in the first quarter. 4WEALTH Advisors Inc. now owns 18,280 shares of the company’s stock valued at $1,840,000 after buying an additional 100 shares in the last quarter. Koshinski Asset Management Inc. raised its stake in iShares 0-3 Month Treasury Bond ETF by 1.8% during the first quarter. Koshinski Asset Management Inc. now owns 6,899 shares of the company’s stock worth $694,000 after acquiring an additional 125 shares in the last quarter. Greenwood Gearhart LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 2.0% during the first quarter. Greenwood Gearhart LLC now owns 6,225 shares of the company’s stock worth $627,000 after acquiring an additional 125 shares in the last quarter. Nwam LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% in the fourth quarter. Nwam LLC now owns 9,938 shares of the company’s stock worth $1,000,000 after acquiring an additional 138 shares during the last quarter. Finally, Coston McIsaac & Partners lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 44.3% in the first quarter. Coston McIsaac & Partners now owns 453 shares of the company’s stock worth $45,000 after acquiring an additional 139 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV opened at $100.53 on Friday. The company’s 50 day moving average is $100.54 and its 200-day moving average is $100.54. iShares 0-3 Month Treasury Bond ETF has a 1-year low of $100.27 and a 1-year high of $100.74.

iShares 0-3 Month Treasury Bond ETF Company 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.