XY Planning Network Inc. Makes New Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

XY Planning Network Inc. purchased a new position in iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 90,260 shares of the company’s stock, valued at approximately $9,087,000. iShares 0-3 Month Treasury Bond ETF comprises approximately 1.0% of XY Planning Network Inc.’s portfolio, making the stock its 27th biggest holding.

A number of other large investors also recently added to or reduced their stakes in the stock. 4WEALTH Advisors Inc. raised its position in iShares 0-3 Month Treasury Bond ETF by 0.6% during the first quarter. 4WEALTH Advisors Inc. now owns 18,280 shares of the company’s stock worth $1,840,000 after acquiring an additional 100 shares during the period. Koshinski Asset Management Inc. grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 1.8% in the first quarter. Koshinski Asset Management Inc. now owns 6,899 shares of the company’s stock valued at $694,000 after purchasing an additional 125 shares during the period. Greenwood Gearhart LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 2.0% in the first quarter. Greenwood Gearhart LLC now owns 6,225 shares of the company’s stock valued at $627,000 after purchasing an additional 125 shares during the period. Coston McIsaac & Partners grew its position 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 valued at $45,000 after purchasing an additional 139 shares during the period. Finally, Procyon Advisors LLC grew its position in shares of iShares 0-3 Month Treasury Bond ETF by 0.8% in the first quarter. Procyon Advisors LLC now owns 17,977 shares of the company’s stock valued at $1,810,000 after purchasing an additional 139 shares during the period.

iShares 0-3 Month Treasury Bond ETF Price Performance

SGOV stock opened at $100.53 on Wednesday. The firm has a 50-day simple moving average of $100.54 and a 200-day simple moving average of $100.55. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 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.