Waterfront Wealth Inc. Increases Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Waterfront Wealth Inc. boosted its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 174.0% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 106,121 shares of the company’s stock after purchasing an additional 67,393 shares during the quarter. iShares 0-3 Month Treasury Bond ETF comprises about 2.0% of Waterfront Wealth Inc.’s portfolio, making the stock its 4th biggest position. Waterfront Wealth Inc.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $10,682,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of SGOV. Caliber Wealth Management LLC KS increased its stake in shares of iShares 0-3 Month Treasury Bond ETF by 67.5% during the fourth quarter. Caliber Wealth Management LLC KS now owns 60,927 shares of the company’s stock valued at $6,116,000 after buying an additional 24,545 shares during the period. Crescent Grove Advisors LLC raised its holdings in shares of iShares 0-3 Month Treasury Bond ETF by 49.8% in the fourth quarter. Crescent Grove Advisors LLC now owns 205,156 shares of the company’s stock valued at $20,594,000 after acquiring an additional 68,167 shares in the last quarter. Sensenig Capital Advisors Inc purchased a new stake in iShares 0-3 Month Treasury Bond ETF in the fourth quarter worth about $4,462,000. Fiscal Wisdom Wealth Management LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF by 127.2% in the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 9,805 shares of the company’s stock worth $984,000 after acquiring an additional 5,489 shares during the period. Finally, Armstrong Advisory Group Inc. lifted its stake in iShares 0-3 Month Treasury Bond ETF by 29.7% in the fourth quarter. Armstrong Advisory Group Inc. now owns 53,896 shares of the company’s stock worth $5,410,000 after acquiring an additional 12,334 shares during the period.

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

Shares of iShares 0-3 Month Treasury Bond ETF stock opened at $100.48 on Friday. The firm’s 50-day moving average is $100.53 and its two-hundred day moving average is $100.52. iShares 0-3 Month Treasury Bond ETF has a 1 year low of $100.27 and a 1 year high of $100.74.

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.