Brio Consultants LLC Makes New Investment in iShares 0-3 Month Treasury Bond ETF $SGOV

Brio Consultants LLC bought a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) during the fourth quarter, HoldingsChannel reports. The fund bought 13,966 shares of the company’s stock, valued at approximately $1,402,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Dynamic Wealth Strategies LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 22.9% during the fourth quarter. Dynamic Wealth Strategies LLC now owns 121,034 shares of the company’s stock worth $12,149,000 after buying an additional 22,536 shares during the last quarter. Nwam LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 1.4% during the fourth quarter. Nwam LLC now owns 9,938 shares of the company’s stock worth $1,000,000 after buying an additional 138 shares during the last quarter. Leicht Financial Planning & Wealth Management Inc. grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 31.8% during the fourth quarter. Leicht Financial Planning & Wealth Management Inc. now owns 41,617 shares of the company’s stock worth $4,178,000 after buying an additional 10,048 shares during the last quarter. Advisor OS LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 79.9% during the fourth quarter. Advisor OS LLC now owns 5,208 shares of the company’s stock worth $523,000 after buying an additional 2,313 shares during the last quarter. Finally, NewEdge Wealth LLC grew its stake in shares of iShares 0-3 Month Treasury Bond ETF by 15.4% during the fourth quarter. NewEdge Wealth LLC now owns 12,833 shares of the company’s stock worth $1,288,000 after buying an additional 1,712 shares during the last quarter.

iShares 0-3 Month Treasury Bond ETF Price Performance

NYSEARCA SGOV opened at $100.48 on Monday. The firm’s fifty day moving average price is $100.53 and its two-hundred day moving average price is $100.52. iShares 0-3 Month Treasury Bond ETF has a fifty-two week low of $100.27 and a fifty-two week high of $100.74.

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.