Phil A. Younker & Associates Ltd. Has $5.20 Million Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV

Phil A. Younker & Associates Ltd. decreased its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) by 56.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 51,842 shares of the company’s stock after selling 67,202 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up approximately 3.6% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its 9th biggest position. Phil A. Younker & Associates Ltd.’s holdings in iShares 0-3 Month Treasury Bond ETF were worth $5,204,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Revisor Wealth Management LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $1,020,000. Fortis Capital Advisors LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $1,253,000. Krilogy Financial LLC bought a new position in iShares 0-3 Month Treasury Bond ETF in the 4th quarter worth about $711,000. Farrow Financial Inc. grew its position in iShares 0-3 Month Treasury Bond ETF by 6.4% in the 4th quarter. Farrow Financial Inc. now owns 88,310 shares of the company’s stock worth $8,865,000 after purchasing an additional 5,296 shares during the last quarter. Finally, Financial Management Professionals Inc. grew its position in iShares 0-3 Month Treasury Bond ETF by 80.8% in the 4th quarter. Financial Management Professionals Inc. now owns 1,356 shares of the company’s stock worth $136,000 after purchasing an additional 606 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Stock Performance

NYSEARCA SGOV opened at $100.56 on Monday. 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 has a 50-day moving average price of $100.52 and a two-hundred day moving average price of $100.51.

iShares 0-3 Month Treasury Bond ETF Company 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.