Oakwell Private Wealth Management LLC Increases Stake in iShares 0-3 Month Treasury Bond ETF $SGOV

Oakwell Private Wealth Management LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 65.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,958 shares of the company’s stock after buying an additional 8,324 shares during the period. iShares 0-3 Month Treasury Bond ETF comprises 0.4% of Oakwell Private Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. Oakwell Private Wealth Management LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $2,104,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Madison Wealth Partners Inc increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 3.4% in the 3rd quarter. Madison Wealth Partners Inc now owns 3,096 shares of the company’s stock valued at $312,000 after purchasing an additional 103 shares during the last quarter. Dagco Inc. increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 15.8% in the 3rd quarter. Dagco Inc. now owns 808 shares of the company’s stock valued at $81,000 after purchasing an additional 110 shares during the last quarter. Advisory Alpha LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 1.3% in the 3rd quarter. Advisory Alpha LLC now owns 9,207 shares of the company’s stock valued at $924,000 after purchasing an additional 115 shares during the last quarter. IFG Advisory LLC increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% in the 3rd 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. Finally, Weaver Consulting Group increased its position in shares of iShares 0-3 Month Treasury Bond ETF by 3.6% in the 3rd quarter. Weaver Consulting Group now owns 4,018 shares of the company’s stock valued at $405,000 after purchasing an additional 138 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

Shares of NYSEARCA:SGOV opened at $100.67 on Thursday. iShares 0-3 Month Treasury Bond ETF has a 52 week low of $100.27 and a 52 week high of $100.74. The company’s 50 day moving average is $100.54 and its two-hundred day moving average is $100.52.

About iShares 0-3 Month Treasury Bond ETF

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.