Legacy Wealth Partners LLC Has $23.63 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Legacy Wealth Partners LLC lifted its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 2,187.1% in the first quarter, HoldingsChannel reports. The firm owned 234,767 shares of the company’s stock after purchasing an additional 224,502 shares during the quarter. iShares 0-3 Month Treasury Bond ETF accounts for 5.9% of Legacy Wealth Partners LLC’s portfolio, making the stock its 4th largest position. Legacy Wealth Partners LLC’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $23,632,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Signal Advisors Wealth LLC raised its stake in iShares 0-3 Month Treasury Bond ETF by 58.0% during the first quarter. Signal Advisors Wealth LLC now owns 57,154 shares of the company’s stock valued at $5,753,000 after purchasing an additional 20,987 shares in the last quarter. Worth Asset Management LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 124.9% in the 1st quarter. Worth Asset Management LLC now owns 27,531 shares of the company’s stock worth $2,771,000 after buying an additional 15,290 shares in the last quarter. Discipline Wealth Solutions LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 103.2% in the 1st quarter. Discipline Wealth Solutions LLC now owns 54,348 shares of the company’s stock worth $5,471,000 after buying an additional 27,605 shares in the last quarter. Baker Ellis Asset Management LLC increased its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 6.5% in the 1st quarter. Baker Ellis Asset Management LLC now owns 111,428 shares of the company’s stock worth $11,216,000 after buying an additional 6,795 shares during the last quarter. Finally, Webster Bank N. A. bought a new stake in shares of iShares 0-3 Month Treasury Bond ETF in the 1st quarter worth about $91,000.

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

Shares of NYSEARCA:SGOV opened at $100.61 on Wednesday. iShares 0-3 Month Treasury Bond ETF has a 12 month low of $100.27 and a 12 month high of $100.74. The company has a 50-day moving average price of $100.55 and a 200 day moving average price of $100.51.

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.