Wheelhouse Advisory Group LLC Purchases 12,188 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Wheelhouse Advisory Group LLC lifted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) by 3.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 362,616 shares of the company’s stock after purchasing an additional 12,188 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises approximately 10.3% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 2nd largest position. Wheelhouse Advisory Group LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $36,505,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Axxcess Wealth Management LLC lifted its holdings in 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 buying an additional 2,576,728 shares during the last quarter. CIBC Private Wealth Group LLC increased its holdings in shares of 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 acquiring an additional 2,335,616 shares during the last quarter. Cerity Partners LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 111.8% in the 4th quarter. Cerity Partners LLC now owns 3,943,067 shares of the company’s stock valued at $395,805,000 after acquiring an additional 2,081,395 shares during the last quarter. Westerkirk Capital Inc. acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF during the 4th quarter worth about $152,955,000. Finally, Bank of America Corp DE raised its position in shares of iShares 0-3 Month Treasury Bond ETF by 13.2% during the 1st quarter. Bank of America Corp DE now owns 12,170,491 shares of the company’s stock worth $1,225,082,000 after acquiring an additional 1,420,276 shares in the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

SGOV stock opened at $100.43 on Friday. The business has a 50 day moving average price of $100.56 and a 200 day moving average price of $100.54. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two week high of $100.73.

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.